Description
JOB TITLE: Private Banking Manager - Private Clients East England
LOCATION(S): Cambridge, Norfolk, Bedford, Peterborough (remote)
HOURS: Full-time
WORKING PATTERN: This is a remote working role covering Norfolk, Cambridgeshire and parts of Bedfordshire.
About this opportunity
Here at Lloyds Banking Group, we're looking for a Private Banking Manager, who'll be responsible for running and on-boarding Ultra High Net Worth and high-profile clients within the Lloyds Mayfair Private Clients, UK regional team covering the East of England.
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.
The current client set is diverse covering East Anglia, Peterborough, Luton, Chelmsford, Cambridge and Colchester areas. 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 or close to the location area described above 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.
About us
Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.
Role Responsibilities:
1. 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.
2. Continuous Relationship Management via regular contact with your set of High-Net-Worth Clients
3. Working closely with and influencing key colleagues across the Group and external third party partner providers such as Gallaghers Insurance, Schroders Personal Wealth and Cazenove Capital to build positive relationships, collaborating with them to ensure a seamless approach to client engagement and onboarding
4. Continuous focus on understanding your own “business” and how you can grow this.
5. Accountable for accurate and compliant use of all reporting tools with quality data input to systems that provide MI
6. Building up expertise and knowledge to maintain and develop your ongoing relationships with your clients across all areas of Lloyds Banking Group
Skills we’re looking for
7. Proficient and experienced Relationship Manager, within banking or financial planning.
8. A proven understanding of the Financial markets and industry.
9. Skilled at planning and prioritising work to meet commitments aligned with organisational goals
10. Customer and colleague management experience
11. Analytical skills
12. Full driving licensee, as regular travel, including to client homes will be required.
Desirable
13. Banking / Chartered Private Banker Qualification
About working for us
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.
We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
We also offer a wide-ranging benefits package, which includes:
14. A generous pension contribution of up to 15%
15. An annual performance-related bonus
16. Share schemes including free shares
17. Benefits you can adapt to your lifestyle, such as discounted shopping
18. 30 days holiday, with bank holidays on top
19. A range of wellbeing initiatives and generous parental leave policies
If all of this resonates, and you want a job with big meaning, then please do get in touch to discuss!
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 keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
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.