At a Glance
- Tasks: Build relationships with entrepreneurs and help them achieve their financial goals.
- Company: Leading private banking firm focused on sports, entertainment, and entrepreneurs.
- Benefits: Generous pension, performance bonuses, share schemes, and 30 days holiday.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Join a dynamic team and make a real impact in the entrepreneurial sector.
- Qualifications: 5+ years in private banking with strong client relationship skills.
The predicted salary is between 78372 - 87080 £ per year.
The Private Banking Manager generates new external client relationships across agreed industry sectors, helping them to achieve their financial goals through Banking, Specialist Lending, Investments, Estate Planning & Trust services. The role leads client relationships, identifies client needs, and ensures liaison with all appropriate parts of LBG to deliver first‑class standards of service.
Responsibilities
- Take ownership of a high‑impact portfolio of entrepreneur clients across sectors such as Tech & Digital, FinTech, Healthcare, Consumer Brands, Manufacturing and Social Enterprise.
- Build deep, trusted relationships with entrepreneurs, founders and owner‑managed business owners.
- Navigate both personal and business financial goals, delivering joined‑up solutions across banking, specialist lending, investments, estate planning and trust services.
- Generate new external client relationships through a strong network of introducers and, in parallel, support existing clients with complex and evolving needs.
- Work closely with colleagues across Private Banking, Mass Affluent and wider Group specialists to ensure consistently high‑quality outcomes, particularly where situations are sensitive or complex.
- Have end‑to‑end ownership of client relationships and play a visible role in shaping growth within the Entrepreneurs sector.
Qualifications
- 5+ years of experience managing and growing High Net Worth client relationships within Private Banking or a closely related environment.
- Strong understanding of entrepreneur clients and the financial needs of founders and owner‑managed businesses.
- Proven ability to originate new client relationships through professional and introducer networks.
- Experience delivering tailored financial solutions across banking, lending, investments and wealth planning.
- Strong stakeholder management skills, working collaboratively across complex organisations.
Desirable Skills
- Exposure to sector‑focused client portfolios.
- Experience supporting vulnerable customers or complex financial circumstances.
Benefits
- Generous pension contribution of up to 15%.
- Annual performance‑related bonus.
- Share schemes including free shares.
- Benefits you can tailor to your lifestyle (e.g., discounted shopping).
- 30 days holiday plus bank holidays.
- Range of wellbeing initiatives.
- Generous parental leave policies.
Culture & Diversity
We recognise that great talent comes from many backgrounds and are committed to creating an environment in which everyone can thrive, learn and develop. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers.
Private Banking Manager – Sports Entertainment and Entrepreneurs in City of Westminster employer: Lloyds Bank plc
As a Private Banking Manager in London, you will join a dynamic and inclusive team that values your expertise in managing high-net-worth client relationships. Our hybrid working model promotes flexibility, while our commitment to employee growth is reflected in generous benefits such as a substantial pension contribution, performance-related bonuses, and tailored lifestyle perks. With a focus on collaboration and a culture that celebrates diversity, we empower you to build meaningful connections with entrepreneurs and make a significant impact in their financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Manager – Sports Entertainment and Entrepreneurs in City of Westminster
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with someone, make sure to highlight your experience and knowledge in private banking and working with entrepreneurs. Share success stories that demonstrate how you've helped clients achieve their financial goals – it’s all about making a memorable impression!
✨Follow Up Like a Boss
After meeting someone or having an interview, don’t forget to follow up! A quick thank-you email can go a long way in keeping you top of mind. It shows you’re genuinely interested and professional, which is key in this competitive field.
✨Apply Through Our Website
If you see a role that fits, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Private Banking Manager – Sports Entertainment and Entrepreneurs in City of Westminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Private Banking Manager. Highlight your experience with High Net Worth clients and any relevant sectors like Tech or Healthcare. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with entrepreneurs and how you can help them achieve their financial goals. Be genuine and let your personality come through.
Showcase Your Network:Since generating new client relationships is key, don’t forget to mention your professional network. Share examples of how you've successfully built relationships in the past, especially within the sports and entertainment sectors.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Lloyds Bank plc
✨Know Your Clientele
Before the interview, dive deep into understanding the specific needs of entrepreneur clients in sectors like Tech, FinTech, and Healthcare. Familiarise yourself with their financial goals and challenges, so you can demonstrate your expertise and how you can add value to their unique situations.
✨Showcase Your Network
Highlight your ability to generate new client relationships through professional networks. Be ready to discuss past experiences where you've successfully built connections and how you plan to leverage those skills in this role. This will show that you’re proactive and well-connected.
✨Tailored Solutions Matter
Prepare examples of how you've delivered tailored financial solutions in previous roles. Discuss specific cases where you navigated complex financial needs, as this will illustrate your capability to handle the diverse requirements of high net worth clients.
✨Collaboration is Key
Emphasise your experience working collaboratively across different teams. Be prepared to share instances where you’ve worked with various stakeholders to achieve high-quality outcomes, especially in sensitive or complex situations. This will highlight your teamwork skills and adaptability.
