At a Glance
- Tasks: Support clients with banking activities and collaborate with a dynamic team.
- Company: Join a forward-thinking financial services company in Guernsey.
- Benefits: Generous pension, performance bonuses, share schemes, and flexible lifestyle benefits.
- Other info: Hybrid working model with excellent training and development opportunities.
- Why this job: Shape the future of finance while developing your career in Relationship Management.
- Qualifications: Experience in financial services and strong client focus are preferred.
The predicted salary is between 63000 - 77000 £ per year.
Job Summary
Full‑time, permanent role based in Guernsey. Only available for residents or those who hold the right to work permits for Guernsey.
- Position Details
- Job Title: FI Associate Relationship Manager
- Location: Guernsey
- Hours: Full‑time, 35 hours per week
- Working Pattern: Hybrid – at least two days per week or 40% of time in the office
- What You’ll Be Doing
- Support a growing portfolio of clients with daily banking activities, including deposits, new accounts and cash management.
- Work alongside Associate Relationship Managers, Relationship Managers and Directors, supporting client meetings, research and follow‑up actions.
- Help progress new account enquiries and collaborate with the account opening team.
- Partner with fellow ARMs to ensure smooth day‑to‑day running of the FI desk and deliver excellent client service.
- Follow compliance procedures and identify & address any potential non‑compliance issues.
- Continuously develop skills through training and development opportunities.
- Why Join Us
We are focused on shaping the future of finance, investing in technology, workplaces and colleagues to create a great place to work for everyone.
- What We’re Looking For
- Financial services, banking or client support experience, ideally with exposure to deposits, account opening or cash management.
- Good understanding of financial services products and markets, with the ability to learn quickly and apply to client needs.
- Strong client focus, confidence supporting relationships and delivering timely, high‑quality outcomes.
- Proactive problem‑solving, identifying and owning opportunities to improve processes, reduce risk and enhance client experience.
- Excellent organisation and collaboration skills, with the ability to manage competing priorities and support a busy Relationship Management team.
- Clear written and verbal communication skills, including confidence engaging with clients and internal stakeholders.
- Experience working with regulated trust and corporate service providers, wealth managers, private family offices, captives or life companies (preferred).
- Knowledge of account opening, onboarding, deposits or cash management processes (preferred).
- Previous experience supporting Relationship Managers, Relationship Directors or a client‑facing team (preferred).
- Interest in building a career in Relationship Management within Financial Intermediaries (preferred).
Benefits
- Generous pension contribution up to 15%
- 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
- Range of wellbeing initiatives and generous parental leave policies
- Our Commitment to Diversity, Equity & Inclusion
We recognise that skills are developed in many ways and we encourage those with relevant, transferable experience to apply.
We are committed to building a workforce that reflects the diversity of our customers and communities.
Contact
For further information, please email careers@lloydsbanking. com .
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FI Associate Relationship Manager 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 FI Associate Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lloyds Bank plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace FI Associate Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyds Bank plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lloyds Bank plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lloyds Bank plc
✨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.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lloyds Bank plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lloyds Bank plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
