At a Glance
- Tasks: Lead client relationships and drive innovation in a dynamic banking environment.
- Company: Join a leading UK bank committed to diversity and inclusion.
- Benefits: Enjoy a generous pension, performance bonuses, and 30 days holiday.
- Other info: Flexible working options and excellent career development opportunities.
- Why this job: Make a real impact while shaping the future of financial services.
- Qualifications: 5+ years in relationship management with strong client understanding.
The predicted salary is between 64000 - 80000 £ per year.
We support flexible working – click here for more information on flexible working options.
LOCATION: London
HOURS: Full Time
WORKING PATTERN: Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office or meeting with clients.
About This Opportunity
Step into a pivotal role as an Associate Director within our leading Professional and Fiduciary Services team, where you'll have the chance to further strengthen and elevate our position within the sector. Our team supports a portfolio of high-profile, sophisticated clients generating more than £500 million in revenue across the Accountancy, Consultancy, Legal, Real Estate and Fiduciary Services sectors, spanning the UK, US and Crown Dependencies.
Your accountabilities will include:
- Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs, connecting clients with the Bank’s product suite to support their objectives while meeting the Bank’s credit and profitability requirements.
- Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably.
- Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations, while demonstrating and embedding LBG Group Values.
- Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions with product partners.
- Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities within the sector.
- Develop a broad network of internal and external partners to build the team’s profile across the Bank and in the wider market.
- Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives.
What We Need From You
- Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years.
- Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements.
- Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks.
- A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions.
- Experience building networks and acting as an ambassador for the Bank in the external market.
- Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives.
- Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions.
We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
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. 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 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 to make an impact? Apply today!
Associate Director - Professional and Fiduciary Services (Parental Cover – 12-months FTC) in London employer: Lloyds Bank
At Lloyds Banking Group, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in Fort William. With a strong focus on employee growth through our Skill Progression Framework, we provide ample opportunities for career advancement while ensuring a healthy work-life balance with flexible working options. Our comprehensive benefits package, including generous pension contributions and wellbeing initiatives, reflects our commitment to the well-being of our colleagues, making us a great place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director - Professional and Fiduciary Services (Parental Cover – 12-months FTC) in London
✨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. 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 Associate Director - Professional and Fiduciary Services (Parental Cover – 12-months FTC) in London
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.
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'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
✨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.
✨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 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 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.
