At a Glance
- Tasks: Build strong relationships with healthcare clients and provide tailored banking solutions.
- Company: Join a leading bank committed to customer-first service in the healthcare sector.
- Benefits: Enjoy a competitive salary, generous pension, bonus schemes, and 30 days holiday.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact by helping local healthcare businesses thrive and grow.
- Qualifications: 2-5 years in portfolio management and proven sales experience required.
The predicted salary is between 61344 - 68160 £ per year.
END DATE: Wednesday 24 June 2026
SALARY: £61,344 – £68,160
LOCATION: Bristol, Exeter, Plymouth, Taunton
HOURS: Full‑time.
WORKING PATTERN: Hybrid – at least two days per week, or 40% of time, at one of our office sites.
You will have a portfolio of approximately 110 local Healthcare clients based in and around the South West. The ability to travel to clients in person is essential. The role is built on a real passion for putting customers first. The client is at the heart of all we do and will be expected to deliver excellent service whilst identifying solutions and strategies to help the client’s business prosper.
Responsibilities
- Provide excellent service to clients, putting them at the heart of everything you do and becoming a “trusted advisor.”
- Promote the bank with professionals and key influencers through knowledge of the local market.
- Provide a range of funding solutions to clients from the Term Lending and Working Capital product range, tailoring them to client needs.
- Build relationships with Group Partner companies and bring the whole bank to the client, delivering products to meet their needs.
- Handle the risk and compliance of your client portfolio.
- Grow the portfolio by attracting high‑value clients and becoming the go‑to banking professional within your local community.
Qualifications & Experience
- 2–5 years of portfolio management experience within the healthcare sector, building strong client relationships, driving customer value, and establishing trust at every interaction.
- Proven sales experience with the ability to engage new clients, build relationships, and drive business growth.
- Proactive and independent, able to take initiative, work efficiently without close supervision, and deliver results in a fast‑paced environment.
- Proficiency in analysing and interpreting financial statements.
- Excellent communication skills to engage and build trust effectively with clients.
- Effective collaboration skills to work within own team and across departments.
Diversity & Inclusion
We are committed to building an inclusive workforce. We offer reasonable adjustments throughout the recruitment process, support for colleagues with disabilities, flexible working, and guarantee interviews for applicants with disabilities or long‑term health conditions through the Disability Confident Scheme.
Benefits
- Generous pension contribution up to 15%.
- Annual performance‑related bonus.
- Share schemes including free shares.
- 30 days’ holiday, with bank holidays on top.
- A range of wellbeing initiatives and generous parental leave policies.
Relationship Manager, Healthcare- Bristol & South West employer: Lloyds Bank plc
As a Relationship Manager in the healthcare sector based in the vibrant South West, you will thrive in a supportive and inclusive work culture that prioritises client relationships and community engagement. With generous benefits such as a substantial pension contribution, performance-related bonuses, and a commitment to employee wellbeing, this role offers not only competitive remuneration but also ample opportunities for professional growth and development. Join us in making a meaningful impact on local healthcare clients while enjoying the flexibility of a hybrid working pattern.
