At a Glance
- Tasks: Support healthcare businesses by providing tailored banking solutions and building strong client relationships.
- Company: Join a leading bank committed to diversity, equity, and inclusion.
- Benefits: Enjoy a competitive salary, generous pension, 30 days holiday, and flexible working options.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact in the healthcare sector while growing your career in finance.
- Qualifications: 2-5 years of experience in portfolio management and strong communication skills required.
The predicted salary is between 63000 - 77000 £ per year.
We support flexible working – Flexible Working Options Hybrid Working, Job Share.
Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.
What you’ll be doing:
Would you like to work within Commercial Banking Coverage and help Healthcare businesses of all types and sizes to prosper by offering the funding, support and reassurance they need to grow? An opportunity exists for a Relationship Manager to join our team and work with clients who’ll typically have a turnover of between 10 million and 25 million pounds. You'll have a portfolio of approximately 110 Local Healthcare clients based in and around the South West- across Cornwall, Devon and Somerset. The ability to travel to clients in person is essential. The role is built on a real passion for putting customers first. If you share our passion and recognise the importance of making a difference together, look no further. 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 clients business prosper.
You'll be responsible for supporting clients with all their banking needs including lending, deposits and a wide range of other services. There is an expectation to grow the portfolio, by attracting high value clients, through becoming the go to banking professional within your local community.
Typically, you would be involved with the following:
- Providing excellent service to our clients, putting them at the heart of what you do, adding value at every interaction and becoming a “trusted advisor”.
- Promoting the bank with professionals and key influencers through your knowledge of the local market.
- Providing a range of funding solutions to our clients from our Term Lending and Working Capital product range tailoring them to Client needs.
- Building relationships with Group Partner companies and through them bring the whole bank to the client delivering products to meet their needs.
- Handling the risk and compliance of your client portfolio.
Why join us:
From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge and can match our pace. People who love to push boundaries, make change happen and challenge the status quo.
What we’re looking for:
- Proven experience in portfolio management within the Healthcare sector, building strong client relationships, driving customer value, and establishing trust at every interaction. We’re ideally looking for 2-5 years of experience.
- Proven sales experience with the ability to proactively 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 our clients.
- Effective collaboration skills to work within own team and across departments.
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 offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. 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.
- Share schemes including free shares.
- 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 for a career where you can have a positive impact as you learn, grow and thrive? 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.
Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.
Relationship Manager, Healthcare- South West 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 Relationship Manager, Healthcare- South West
✨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 Relationship Manager, Healthcare- South West
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.