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About the Role
Step into a pivotal role as an Associate Director within our leading Professional and Fiduciary Services team, where you'll have the chance to further strengthen and elevate our position within the sector. This role offers the opportunity to lead key client relationships while helping shape the wider strategy and direction of the sector, driving commercial growth and innovation.
Responsibilities
- Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs.
- Connect clients with the Bank’s product suite to support their objectives while meeting the Bank’s credit and profitability requirements.
- Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably.
- Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations.
- Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions.
- Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities.
- Develop a broad network of internal and external partners to build the team’s profile across the Bank and in the wider market.
- Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives.
Requirements
- Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years.
- Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements.
- Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks.
- A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions.
- Experience building networks and acting as an ambassador for the Bank in the external market.
- Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives.
- Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions.
- Successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role.
- Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks.
- Details will be published on the FCA’s Financial Services Register.
- Role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook.
- If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook.
Skills
- Strategic ideas
- Insight
- Client needs understanding
- Bank's product suite knowledge
- Credit and profitability requirements understanding
- Sector knowledge
- Product expertise
- Actionable insights
- Sustainable income growth strategies
- Coaching
- Support
- Stretching objectives
- Regular feedback
- Development-focused conversations
- LBG Group Values embedding
- Client proposal review
- Income development
- Appropriate solution recommendation
- Account plan preparation and monitoring
- Relationship strengthening
- New-to-bank opportunity identification
- Internal and external partner networking
- Team profile building
- Customer-centric culture maintenance
- Positive customer outcomes support
- Conduct objectives alignment
- Relationship management
- Client coverage
- Front-office banking
- Corporate client experience
- Professional client experience
- Fiduciary client experience
- Client challenges understanding
- Client priorities understanding
- Client requirements understanding
- Relationship building
- Collaboration
- Commercial approach
- Credit analysis
- Data translation
- Client insight translation
- Actionable solutions development
- External market ambassadorship
- Proposition presentation
- Discussion shaping
- Outcome influencing
- Problem solving
- Decision prioritization
- Best-in-class solutions development
Location
- London
Work Type
- Hybrid Working
- Full Time
Experience Level
- 5+ years
Salary/Compensations
- £0 - £0
Benefits
- Generous pension contribution of up to 15%
- Annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 30 days’ holiday, with bank holidays on top
- Range of wellbeing initiatives
- Generous parental leave policies
About the Company
- We support flexible working – click here for more information on flexible working options.
- 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.
- 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.
- 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.
Equal Opportunity
- We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
- We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.
- 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.