FI Associate Relationship Manager

FI Associate Relationship Manager

Full-Time 45287 - 45287 £ / year (est.) No working from home possible
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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 45287 - 45287 £ 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 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.

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Contact Details:

Lloyds Bank plc Recruitment Team

We think you need these skills to ace FI Associate Relationship Manager

Client Support Experience
Knowledge of Financial Services Products
Cash Management
Account Opening Processes
Strong Client Focus
Proactive Problem-Solving
Excellent Organisation Skills