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Private Banking Manager - Private Clients London and St Albans

Employer
Lloyds Banking Group
Location
London
Salary
£50,130 - £65,490
Closing date
30 Jan 2022

Job Details

As the UK's largest retail and commercial bank, Lloyds Banking Group has a footprint that touches nearly every household in Britain. That gives us a big responsibility to support the UK economy, and we have a clear strategy of putting customers first to help achieve our vision of becoming the best bank for customers.

Insurance and Wealth helps personal and business customers with their long-term protection, retirement, and investment needs. We support around 10 million customers with assets under administration of £155 billion and annuity payments in retirement of over £1 billion every year.


Private Banking, which is part of the Insurance and Wealth Division, seeks to help customers to achieve their financial goals by constructing robust financial plans tailored to each customer's individual circumstances.


Working as a Private Banking Manager, you'll be responsible for running and on-boarding Ultra High Net Worth and high profile clients within the Lloyds Mayfair Private Clients, London & South East regional team. The current client set is diverse with a nucleus of clients in London and the St Albans area. The undertaking of regular banking reviews, ensuring the clients' day to day banking and lending needs are met is critical. Many of these Private Clients are multi-banked and the deposits held are significant. Retention of these deposits and the attraction of new funds is a fundamental aspect of this role, as the monies and relationships are under constant challenge from competitors.


The majority of our team are currently working remotely however, we'll need you to be based in London or St Albans for this role as this is where your portfolio will be focussed. You'll need to conduct customer meetings either face to face, virtually or by telephone to meet the needs of our customers so regular travel will be required for this role.


Some of the Key activities you'll be involved in:

 

  • Proactive and reactive meetings with new and existing High Net Worth clients on your set to answer, resolve and facilitate solutions for their wider personal banking and lending needs.

  • Continuous Relationship Management via regular contact with your set of High Net Worth Clients

  • Working closely with and influencing key colleagues across the Group and external 3rd party partner providers such as Schroders Personal Wealth and Cazenove Capital to build positive relationships, collaborating with them to ensure a seamless approach to client engagement and onboarding

  • Continuous focus on understanding your own "business" and how you can grow this.

  • Accountable for accurate and compliant use of all reporting tools with quality data input to systems that provide MI

  • Building up expert Knowledge to maintain and develop your ongoing relationships with your clients across all areas of Lloyds Banking Group

 

We're looking for people who have the following Skills and Experience:
Essential:

  • 4 years Relationship Management experience in a High Net Worth Client role

  • A proven understanding of the Financial markets and industry

  • Skilled at planning and prioritising work to meet commitments aligned with organisational goals

  • Customer and colleague management experience

  • Analytical skills

  • Full driving licensee as regular travel will be required

 

Desirable:

  • Banking / Chartered Private Banker Qualification

 

We'll give you a broad remuneration package which includes:

 

  • A Discretionary Performance Share Award

  • Generous pension contribution

  • 30 Days leave plus bank holidays

  • A flexible cash pot (4% of base salary) to spend on benefits

  • Private health cover

  • Share Schemes

 

In return for your expertise, we'll help you perform at your best today, so you can fulfil all your potential in the future. Here, you'll grow as a person and develop your career. As a valued member of our team, we'll support to grow and advance you through excellent training and progression opportunities.


We're an equal opportunity employer and deeply value diversity within our organisation. We'll ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.


Together we make it possible.

Company

We’re creating an organisation that attracts, retains and develops the best talent in the industry, and one that openly embraces diversity too. But more than that – we want to be a great place to work. We invest in our people, offering the best training and coaching, and by encouraging them to contribute to our leading corporate and social responsibility practices. We offer flexible working hours and days, under our Work Options scheme. This means that you can have a challenging and rewarding career, and still have an ideal work/life balance.

Flexible working is at the heart of our strategy. We’re re-imagining where, when, and how our people work, with new approaches designed to meet the ever-changing needs of customers and colleagues. These include increasing our use of remote-working tools and technology, as well as placing less reliance on a 9-to-5 mindset. For many of our office-based colleagues, we work in hybrid ways which involves spending at least two days per week or 40% of their time at one of our office sites.

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