At a Glance
- Tasks: Lead key client relationships and drive growth in a dynamic banking environment.
- Company: Join Lloyds Banking Group, a fast-growing leader in financial services.
- Benefits: Enjoy flexible working, generous pension contributions, and 30 days holiday.
- Other info: Diversity and inclusion are at our core; we support everyone to thrive.
- Why this job: Make a real impact while developing your career in a supportive team.
- Qualifications: Strong market knowledge and excellent communication skills are essential.
We support flexible working – click here for more information on flexible working options.
Flexible Working Options: Hybrid Working, Job Share.
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 one of our office sites. Please note: This role is only available to individuals residing in Isle of Man, or those who hold the right to work in Isle of Man.
About this opportunity: This is an excellent opportunity to join a fast-paced growing team as a Relationship Director within the Fiduciaries, Funds and Corporates Team within Isle of Man. The Crown Dependencies business, Lloyds Bank Corporate Markets (LBCM) is the fastest-growing business within Lloyds Banking Group, making this an exciting time to join and make a real impact.
Our Financial Institutions team is seeking a Relationship Director to lead key client relationships across Isle of Man and help deliver our ambitious growth plans. You’ll work collaboratively across the Bank, building strong internal and external networks to support sustainable growth.
Recent success in this market presents a significant opportunity to further strengthen our position, enhance the Bank’s profile within the local business and professional community, and support our ambition to be the Crown Dependencies’ bank of choice.
What You’ll Be Doing: As a Relationship Director, you’ll be accountable for delivering commercial outcomes while leading relationships and contributing to the wider team strategy. Your responsibilities will include:
- Owning delivery of growth ambitions and meeting key budgetary targets.
- Leading business development activity, including pitching new solutions and implementing tailored client propositions.
- Managing, maintaining and growing an existing portfolio, while identifying and securing new client relationships and opportunities.
- Supporting senior management in the development and execution of team strategy, including identifying new markets and growth opportunities.
- Contributing to day-to-day team management, working closely with business partners, operations and risk colleagues.
- Challenging existing processes and identifying more efficient, client‑focused ways of working.
- Developing your own capability through formal and informal learning, while coaching and supporting others where required.
What we’re looking for:
- Market knowledge – a strong understanding of product offerings and awareness of the Isle of Man business, economic and market environment.
- Strong organisational skills – the ability to prioritise effectively and manage multiple competing demands.
- Communication skills – confidence and clarity when communicating at all levels, both verbally and in writing, across a range of audiences.
- Risk awareness – an understanding of the key risks facing the business and the role you play in managing them.
- A conscientious and collaborative approach – disciplined, resilient and confident in handling competing priorities.
- Values and behaviours alignment – a commitment to inspiring and supporting others, building trust, and role‑modelling the Bank’s values and behaviours.
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 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.
This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role.
Colleagues performing this role will be required to complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks.
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.
Relationship Director - Fiduciary & Funds employer: Lloyds Bank
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment in the Isle of Man where flexibility and collaboration are at the forefront. With a strong commitment to diversity, equity, and inclusion, employees benefit from a generous pension scheme, extensive wellbeing initiatives, and ample opportunities for professional growth within a rapidly expanding team. Join us to make a meaningful impact while enjoying a supportive culture that values your contributions and fosters personal development.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Director - Fiduciary & Funds
✨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 Relationship Director - Fiduciary & Funds
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.
