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About the Role

The Senior Private Banking Executive role supports the generation of new external client relationships across various industry sectors, helping them achieve financial goals through comprehensive banking, lending, investment, and estate planning services. The role involves managing client relationships, identifying needs, and ensuring high standards of service, while also assisting in event planning and managing key client relationships.

Responsibilities

Support the generation of new external client relationships.
Manage client relationships and identify client needs.
Ensure liaison with appropriate parts of LBG for first-class service standards.
Assist in planning and executing events.
Assist Directors and Managers in relationship management of key clients and stakeholders.
Support Private Banking Managers and Directors with large and complex entrepreneur clients.
Contribute to client meetings, relationship planning, and delivery.
Ensure clients receive seamless, joined-up support across banking, lending, investments, and estate planning.
Manage relationships with entrepreneurs, founders, and owner-managed businesses.
Use market and sector insight for proactive engagement and excellent service.
Plan and deliver client and colleague events.
Strengthen relationships and showcase the Entrepreneurs proposition.
Build strong relationships with internal and external introducers for quality referrals and sustainable growth.

Requirements

3–5 years’ experience supporting High Net Worth client relationships within Private Banking, Wealth or a similar environment.
Understanding of the financial services landscape and the needs of entrepreneur clients.
Strong organisation and planning skills, with the ability to manage multiple priorities.
A collaborative mindset with growing confidence in stakeholder engagement.
Supporting complex or vulnerable client situations.
Experience contributing to events or client engagement initiatives.

Skills

Banking
Specialist Lending
Investments
Estate Planning
Trust services
Relationship management
Stakeholder engagement
Event planning
Client engagement

Location

London

Work Type

Hybrid Working
Job Share
Full time

Experience Level

Senior

Salary/Compensations

£53,073 - £58,970

Benefits

Generous pension contribution of up to 15%
Annual performance-related bonus
Share schemes including free shares
Benefits tailored to lifestyle, such as discounted shopping
28 days’ holiday, plus bank holidays
Range of wellbeing initiatives
Generous parental leave policies

About the Company

Lloyds Banking Group is transforming at pace, investing billions in people, data, and technology to better serve over 28 million customers.
The role is part of a fast-growing Entrepreneurs sector within Private Banking.
The company's ambition is to be the leading UK business for diversity, equity, and inclusion.
Lloyds Banking Group is driven by a clear purpose: to help Britain prosper.
Colleagues are focused on making a difference to customers, businesses, and communities.
The company offers opportunities to learn, grow, and develop.
They are focused on creating a values-led culture and building a workforce that reflects the diversity of customers and communities.
They are building an inclusive workplace where colleagues can make a real difference.

Equal Opportunity

We know that great talent comes from many backgrounds.
Whilst this job advert may reference specific experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
This is a place for you.
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 provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
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.