Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead the Wealth Management strategy and drive growth for institutional family office clients.
- Company: Join Lloyds Banking Group, a 320-year-old leader in finance focused on diversity and community impact.
- Benefits: Enjoy flexible working, generous pension contributions, annual bonuses, and wellbeing initiatives.
- Why this job: Be part of a values-led culture that celebrates diversity and makes a real difference.
- Qualifications: Must have a strong network, C-suite experience, and deep knowledge of wealth management.
- Other info: This role offers hybrid working options and a chance to shape the future of finance.
The predicted salary is between 72000 - 108000 £ per year.
Managing Director, Head of Wealth Management and Institutional Family Offices Coverage
Managing Director, Head of Wealth Management and Institutional Family Offices Coverage
Location: London
Time Type: Full time
Posted On: Posted Today
End Date: March 6, 2025
Salary Range: £0 – £0
Flexible Working Options: Hybrid Working, Job Share
Job Description Summary
We currently have a great opportunity for a wealth management specialist and recognised leader in the sector to join our Institutional Coverage team based in London.
As a Managing Director, you’ll play a leading role in developing and driving forward the Wealth Management strategy, providing leadership and strategic direction to the wider team.
Your accountabilities will include:
- Lead an initiative to grow the institutionalised family office client base, driving multi-product revenue opportunities across the Group.
- Leverage C-suite engagement to upgrade strategic dialogue with the largest wealth managers and wealth platforms in the UK to drive revenues and product penetration.
- Developing and reviewing business objectives and strategy for the sector to facilitate growth aligned to the Institutional Coverage and wider Corporate and Institutional Banking strategies.
- Develop, co-ordinate and implement strategies delivering efficient product mix and channel distribution for their clients improving both income and market penetration within risk appetite and capital and funding objectives.
- Implementing and maintaining the risk-management framework (encompassing principles, policies, methodologies, systems, internal controls, processes, procedures and people) within their sector, in line with the approved appetite for risk.
- Lead a strong and experienced team of wealth management bankers.
What we need from you?
- Credible network of senior client relationships.
- Track record of leading C-suite discussions with established financial services companies.
- Deep knowledge of the wealth management sector.
- Track record leading financing transactions within financial services.
About working for us
Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%.
- An annual bonus award, subject to Group performance.
- Share schemes including free shares.
- Benefits you can adapt to your lifestyle, such as discounted shopping.
- Holiday, with bank holidays on top.
- A range of wellbeing initiatives and generous parental leave policies.
If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.
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.
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.
About Us
With 320 years under our belt, we’re used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.
#J-18808-Ljbffr
Managing Director, Wealth Management employer: Lloyds Bank plc
Contact Detail:
Lloyds Bank plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director, Wealth Management
✨Tip Number 1
Make sure to leverage your existing network of senior client relationships. Reach out to contacts who are already in the wealth management sector or have connections with C-suite executives, as personal referrals can significantly enhance your chances of landing an interview.
✨Tip Number 2
Stay updated on the latest trends and developments in the wealth management industry. Being knowledgeable about current market conditions and emerging strategies will not only help you in discussions but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led financing transactions within financial services. Highlighting your past achievements will showcase your expertise and ability to drive results in a similar role.
✨Tip Number 4
Familiarize yourself with the company's values and culture. Understanding their focus on diversity and inclusion will allow you to align your responses during interviews, showing that you are a good fit for their team.
We think you need these skills to ace Managing Director, Wealth Management
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of the Managing Director position in Wealth Management. Tailor your application to highlight your relevant experience and how it aligns with the job description.
Highlight Leadership Experience: Emphasize your leadership skills and experience in managing teams, particularly in wealth management or financial services. Provide specific examples of how you've successfully led initiatives or driven growth in previous roles.
Showcase Your Network: Demonstrate your credible network of senior client relationships. Mention any significant C-suite discussions you've led and how these have contributed to business success in the wealth management sector.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the key qualifications and experiences mentioned in the job description. Use industry-specific language and metrics to showcase your achievements and impact in previous roles.
How to prepare for a job interview at Lloyds Bank plc
✨Showcase Your Leadership Experience
As a Managing Director, your ability to lead and inspire a team is crucial. Be prepared to discuss specific examples of how you've successfully led teams in the wealth management sector, focusing on your strategic direction and the outcomes achieved.
✨Demonstrate Your Industry Knowledge
Deep knowledge of the wealth management sector is essential for this role. Make sure to highlight your understanding of current trends, challenges, and opportunities within the industry, and how you can leverage this knowledge to drive growth.
✨Prepare for C-Suite Engagement Scenarios
Since the role involves leading discussions with C-suite executives, practice articulating your approach to engaging high-level stakeholders. Prepare to share past experiences where you successfully navigated these conversations to achieve business objectives.
✨Align with Company Values
Lloyds Banking Group emphasizes inclusivity and diversity. Familiarize yourself with their values and be ready to discuss how your personal values align with theirs, as well as how you can contribute to fostering an inclusive culture within the organization.
