At a Glance
- Tasks: Support Relationship Directors in managing a portfolio of Global Investor clients and marketing services.
- Company: Join a leading provider of commercial real estate finance with a focus on inclusivity and diversity.
- Benefits: Enjoy flexible working, generous pension contributions, 30 days holiday, and wellbeing initiatives.
- Why this job: Shape your career while making a difference in financial services and building valuable relationships.
- Qualifications: Strong Excel skills, relationship management experience, and excellent written communication are essential.
- Other info: This role offers a unique opportunity for growth and development within a supportive team.
The predicted salary is between 43200 - 72000 £ per year.
Apply locations London time type Full time posted on Posted Yesterday time left to apply End Date: March 28, 2025 (11 days left to apply) job requisition id 130604 End Date: Thursday 27 March 2025 Salary Range: £0 - £0 We support flexible working – click here for more information on flexible working options.
Flexible Working Options: Hybrid Working, Job Share
Job Description Summary
LOCATION: London
HOURS: Full Time
WORKING PATTERN: Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office.
About this opportunity
Are you a highly motivated, organised individual who is keen to develop their relationship management skills within the Global Investors & Listed client base? If so, we have a great opportunity for an Associate Director to join our team. We're a market leading provider of commercial real estate finance and our team delivers efficiently structured solutions to domestic and international private equity, insurance, pension, sovereign wealth and family office sponsors, as well as listed companies, that are tailored to their investment objectives.
Key Accountabilities:
- Work alongside the Relationship Directors and will be tasked with a key support role in the management of a portfolio of 15+ Global Investor clients and marketing the full range of products and services to achieve an acceptable level of profit, risk and return in line with agreed business plans.
- Work closely and proactively with the team to deliver relationship management and origination across the client base. This includes helping to pitch for business and developing prospect leads and introductions, as well as handling key existing client relationships.
- Assess and structure new business proposals and prepare high quality Credit / Investment papers for the consideration of internal partners.
- Negotiate commercial terms and conditions of credit facilities after consulting with all relevant internal and external parties and prepare required proposals.
- Collaborate with product partners across the Bank to bring appropriate products and services to clients and thus improve the potential for overall business returns.
- Ensure legal and other documentation aligns with credit sanction, bank and regulatory policy to minimise risk.
What we need from you?
- Strong excel and financial cashflow modelling skills as well as ability to stress test client business plan projections.
- Excellent relationship management skills with a proven background working in commercial banking.
- Excellent written skills with the ability to prepare concise and accurate Credit / Investment Committee papers.
- Ability to manage internal and external customers to deliver to tight client timescales.
About working for us!
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. 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
- 30 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
This is a once in a career opportunity to help shape your future as well as ours. Join us and grow with purpose!
This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role.
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.
Associate Director- Real Estate & Housing, Global Investors & Listed employer: Lloyds Bank plc
Contact Detail:
Lloyds Bank plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director- Real Estate & Housing, Global Investors & Listed
✨Tip Number 1
Network with professionals in the real estate and housing sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in global investment and commercial real estate finance. Being knowledgeable about current market conditions and emerging opportunities will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to demonstrate your financial modelling skills. Consider creating a portfolio of case studies or examples where you've successfully assessed and structured business proposals, as this will showcase your expertise to potential employers.
✨Tip Number 4
Research the company’s values and recent projects. Understanding their approach to client relationships and how they align with your own values will allow you to tailor your conversations and show that you're a great fit for their team.
We think you need these skills to ace Associate Director- Real Estate & Housing, Global Investors & Listed
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in relationship management and commercial banking. Use specific examples that demonstrate your skills in managing client portfolios and preparing investment papers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your background aligns with the key accountabilities mentioned in the job description. Be sure to mention your strong Excel and financial modelling skills.
Highlight Relevant Skills: In your application, emphasise your excellent written communication skills and ability to manage tight deadlines. Provide examples of how you've successfully negotiated terms or structured business proposals in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Lloyds Bank plc
✨Showcase Your Relationship Management Skills
As an Associate Director, you'll need to demonstrate your ability to manage and develop client relationships. Prepare examples of how you've successfully built rapport with clients in the past, and be ready to discuss your approach to maintaining those relationships.
✨Prepare for Financial Modelling Questions
Given the emphasis on strong Excel and financial cashflow modelling skills, brush up on your technical knowledge. Be prepared to discuss your experience with financial modelling and stress testing, and consider bringing a sample of your work to showcase your expertise.
✨Understand the Company’s Products and Services
Familiarise yourself with the range of products and services offered by the company. This will not only help you answer questions more effectively but also allow you to ask insightful questions about how these offerings can be tailored to meet client needs.
✨Demonstrate Your Negotiation Skills
Negotiating commercial terms is a key part of this role. Prepare to discuss past experiences where you've successfully negotiated terms or resolved conflicts. Highlight your approach to ensuring all parties are satisfied while achieving business objectives.