International Private Banking Relationship Associate

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International Private Banking Relationship Associate

Retail & Commercial Banking

End Date

Salary Range

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Job Description Summary

Job Description

JOB TITLE: International Private Banking Relationship Associate

SALARY:  £33,203

LOCATION(S): Isle of Man

HOURS: Full-time, 35 Hours

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office.

Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy. 

What you’ll be doing:

The Crown Dependencies business is the fastest-growing segment within Lloyds Banking Group, so it's an exciting time to join and make a real difference. 

Our International Private Banking (IPB) team is looking for a Relationship Associate to join our dynamic Relationship Growth team in the Isle of Man.

As a Relationship Associate within our International Private Banking team, you will play a key role in supporting a growing portfolio of high-net-worth clients. Your focus will be on nurturing strong relationships, delivering exceptional service, and identifying opportunities to attract additional funds. This role is integral to achieving our strategic goal of increasing the number of clients with deposits of £250k and above, enhancing value and profitability through deeper client engagement.

There's a wealth of opportunities - many of our colleagues go on to gain industry qualifications or careers in the wider Group.

In this role you’ll be responsible for:

Client Relationship Support:

• Carry out daily procedural tasks such as managing deposits to support external and internal client relationships

• Join Relationship Managers on client appointments, providing support and follow-up actions

• Assist with progressing new account enquiries and collaborate closely with dedicated partners.

Operational Excellence:

• Work with other Associates to ensure smooth day-to-day running of the private banking desk, adapting to changing priorities to meet client needs

• Maintain compliance by working within current processes, systems, and procedures, and report simple non-compliance issues.

Growth and Acquisition:

• Identify opportunities to attract additional deposits from existing and new-to-bank clients

• Support Relationship Managers in executing strategies to deepen client relationships and consolidate assets.

Service Excellence:

• Deliver exemplary outcomes by providing tailored solutions and proactive support

• Ensure compliance with regulatory standards and internal policies at all times.

Personal Development:

• Develop personal capabilities using existing formal and informal training opportunities.

Why join us?

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we’re looking for?

• Relationship Building: Ability to quickly build relationships and understand customer needs

• Customer Focus: Strong focus on delivering great service and meeting customer needs

• Organisational Skills: Strong organisational skills to support customer needs and manage tasks efficiently

• Communication Skills: Excellent communication and interpersonal skills.

And experience of the following would be great:

• Minimum 1 year’s banking or business experience where you've had to deal with customers.

We know that great talent comes from many backgrounds. 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 also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 24 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies.

Ready for a career where you’ll learn and thrive?

Apply today and find out more.

Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.

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.