At a Glance
- Tasks: Support high-net-worth clients and nurture strong relationships in a dynamic banking environment.
- Company: Join Lloyds Banking Group, a leader in finance with a focus on diversity and inclusion.
- Benefits: Enjoy a competitive salary, generous pension, flexible working, and 24 days holiday.
- Other info: Great opportunities for personal development and career growth await you.
- Why this job: Be part of a growing team making a real impact in private banking.
- Qualifications: Customer service experience and strong communication skills are essential.
The predicted salary is between 33203 - 34950 £ per year.
This is a full time, permanent role based in the Isle of Man. Please note this role is only available for colleagues residing in, or to those who hold right to work permits for Isle of Man.
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.
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.
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.
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'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.
International Private Banking Relationship Associate in Douglas employer: Lloyds Bank plc
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment in Leeds, Bristol, or Edinburgh, where you can thrive as an Analyst in BCB Credit Risk Modelling. With a strong commitment to diversity, equity, and inclusion, the company provides generous benefits including a pension contribution of up to 15%, flexible working options, and ample opportunities for professional growth and development, making it a rewarding place to build your career while contributing to meaningful financial services.
StudySmarter Expert Advice🤫
We think this is how you could land International Private Banking Relationship Associate in Douglas
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We think you need these skills to ace International Private Banking Relationship Associate in Douglas
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyds Bank plc.
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