Private Banking Relationship Manager Manchester, England
Lloyds Banking Group
Full Time
Manchester, England
23184 - 25760 GBP ANNUAL Today
Job description
End Date
Monday 30 January 2023
Salary Range
£23,184 - £25,760Agile Working Options
Job Description Summary
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.UK Private Banking, which is part of the Consumer Relationships Division, seeks to help customers to achieve their financial goals by constructing robust financial plans tailored to each customer's individual circumstances.
As a Private Banking Relationship Manager, you'll be responsible for managing an established portfolio of High Net Worth customers, and onboarding new customers referred to us from our partners. The undertaking of regular banking reviews, ensuring the clients' day to day banking and lending needs are met is essential.
You'll need to conduct customer meetings either virtually or by telephone to meet the needs of our customers. We're working in a hybrid manner, 2 days working in our Manchester office so that we can collaborate better - as a result we'd need you to live within a commute of Manchester.
Job Description
Some of the key activities you’ll be involved in:
- Proactive and reactive meetings with new and existing customers on your set, exploring and identifying their wider banking and lending needs.
- Answer, resolve, facilitate solutions and make introductions to our partner services.
- Continuous Relationship Management via regular contact with your set of customers
- Working closely with key colleagues across the Group and external 3rd party partner providers such as Schroders Personal Wealth to build positive relationships, collaborating with them to ensure a seamless approach to client engagement and onboarding
- Accountable for accurate use of all reporting tools with quality data input to systems that provide MI
- Building up expertise and 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:
- Proficient Relationship Management experience
- 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
We’ll give you a broad remuneration package which includes:
- A Group Performance Share Award
- Generous pension contribution
- 24 days annual leave, plus bank holidays
- A flexible cash pot (4% of base salary) to spend on benefits
- Private health cover
- Share Schemes
Sound exciting? In return for your expertise, we'll help you perform at your best today, so you can fulfil all your potential in the future. 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.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
