At a Glance
- Tasks: Build lasting relationships and support clients with tailored banking solutions.
- Company: Join Lloyds Banking Group, a pioneering bank shaping finance for good.
- Benefits: Enjoy flexible working, generous pension, 30 days holiday, and wellbeing initiatives.
- Other info: Diversity-focused workplace with opportunities for growth and development.
- Why this job: Make a real impact in a fast-growing business while developing your career.
- Qualifications: 3-5 years in relationship management and strong networking skills required.
We support flexible working – click here for more information on flexible working options.
Flexible Working Options: Hybrid Working, Job Share.
JOB DESCRIPTION:
LOCATION: Isle of Man
HOURS: Full-time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our office site.
What you’ll be doing:
We're the trusted local private banking partner in the Crown Dependencies, combining relationship-led banking with deep local insight and expertise. This is a great opportunity to join Crown Dependencies, the fastest growing business in Lloyds Banking Group (LBG). It's a phenomenal time to join our retail bank and make a real difference.
Developing our proposition to proactively support our customers in the Crown Dependencies creates an exciting new opportunity within the Isle of Man. Being our business representative, you'll have the opportunity to build long lasting and sustainable relationships within our local Relationship Managed customer base. You'll discover opportunities to match customer needs against our products and support customers with our digital offering using customer feedback to understand and improve our customer's experience.
As a Relationship Manager, you'll manage and grow a portfolio of valued clients across the Crown Dependencies while developing your professional network and identifying opportunities to support sustainable business growth.
- Actively growing and overseeing a portfolio of customers, nurturing close working relationships, and delivering exemplary service that meets their complex banking and lending needs.
- Discovering opportunities to match customer needs against our products and supporting customers with our digital offering.
- Engaging with customers to ensure optimal satisfaction and provide superior customer service.
- Enhancing value and profitability through increased relationship depth and reduced customer attrition.
- Proactively develop and maintain strong relationships with local external partners and professional introducers to identify new business opportunities and drive self-generated sustainable growth.
- Collaborating with business partners and risk to support day-to-day management.
- Challenging processes and finding new ways of working to create a more efficient, client-focused team.
- Developing personal capabilities through formal and informal training opportunities, while also coaching others as required.
To be eligible for this role, you'll need to have right to live and work in the Isle of Man (this is different to UK right to work).
Why join us?
If you think all banks are the same, you’re wrong. We’re a pioneering, fast-changing business that’s shaping finance as a force for good. If you’re after a role where you can have an impact and do the best work of your career, you’ve just found it.
What we’re looking for:
Our brand is trusted across the Crown Dependencies and this role, which offers an exceptional relationship management service will deepen that brand affinity. Therefore, you'll need to have the ability to quickly build relationships; to understand and meet your customer's needs through our diverse range of services. You would ideally have 3-5 years of relevant relationship management experience, as well as:
- A proven track record in business development, with the ability to generate new opportunities through an established network of professional introducers, local contacts and centres of influence.
- Strong networking and relationship-building skills, with the confidence to represent the Bank externally and convert introducer relationships into high-quality client referrals and sustainable portfolio growth.
- A growth mindset with a drive to increase your customer portfolio.
- You'll need to be hard-working and self-motivated with the desire to deliver outstanding customer service.
This is a place for you:
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 were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.
We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- 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
Ready to make an impact? 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 keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
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.
Private Banking Relationship Manager in Douglas employer: Lloyds Bank plc
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment in Cardiff that fosters professional growth and collaboration. With a competitive salary package, generous benefits including a robust pension scheme and flexible working options, employees are empowered to thrive both personally and professionally. The company prioritises inclusivity and well-being, ensuring that all team members can achieve their full potential while making a meaningful impact in the SME banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Relationship Manager in Douglas
✨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 Private Banking Relationship Manager in Douglas
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.
