At a Glance
- Tasks: Support high-profile clients in achieving their financial goals through tailored banking services.
- Company: Join Lloyds Banking Group, a leader in diversity and inclusion.
- Benefits: Generous pension, performance bonuses, flexible working, and 28 days holiday.
- Other info: Dynamic environment with opportunities for personal and professional growth.
- Why this job: Make a real impact in the fast-growing Entrepreneurs sector of Private Banking.
- Qualifications: 3-5 years experience in Private Banking or Wealth management.
The predicted salary is between 53073 - 58970 £ per year.
Salary Range: £53,073 - £58,970
We support flexible working – click here for more information on flexible working options.
Flexible Working Options: Hybrid Working, Job Share
The Senior Private Banking Executive role is to support the generation of new external client relationships from across a range of agreed industry sectors helping them to achieve their financial goals and aspirations through offering Banking, Specialist Lending, Investments, Estate Planning & Trust services as well as referrals to our internal and external partners, tailored to individual client circumstances.
Responsible for managing client relationships, identifying and meeting client needs and ensuring liaison with all appropriate parts of LBG in order to ensure first class standards of service. Assists in the planning of executing of events and assist Directors and Managers in relationship managing some of our biggest clients and stakeholders.
This role sits at the heart of our growing Entrepreneurs proposition and offers the chance to build deep sector experience while working closely with senior Private Banking stakeholders. As a Senior Private Banking Executive, you’ll support Private Banking Managers and Directors with some of our largest and most complex entrepreneur clients. You’ll contribute to client meetings, relationship planning and delivery, ensuring clients receive seamless, joined‑up support across banking, lending, investments and estate planning.
You’ll help manage relationships with entrepreneurs, founders and owner‑managed businesses, using market and sector insight to support proactive engagement and excellent service. Alongside client activity, you’ll play an important role in planning and delivering client and colleague events, strengthening relationships and showcasing the Entrepreneurs proposition. You’ll also build strong relationships with internal and external introducers to support quality referrals and sustainable growth.
We’re transforming at pace, investing billions in our people, data and technology to better serve over 28 million customers. This is a chance to be part of a fast‑growing Entrepreneurs sector within Private Banking, where your expertise, relationships and judgement can make a real difference to clients and the UK economy.
Essentials Skills:
- 3–5 years’ experience supporting High Net Worth client relationships within Private Banking, Wealth or a similar environment
- Understanding of the financial services landscape and the needs of entrepreneur clients
- Strong organisation and planning skills, with the ability to manage multiple priorities
- A collaborative mindset with growing confidence in stakeholder engagement
- Experience supporting complex or vulnerable client situations
- Experience contributing to events or client engagement initiatives
We know that great talent comes from many backgrounds. Whilst this job advert may reference specific experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
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 provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
We offer a wide‑ranging benefits package, including:
- A generous pension contribution of up to 15%
- An annual performance‑related bonus
- Share schemes including free shares
- Benefits you can tailor to your lifestyle, such as discounted shopping
- 28 days’ holiday, plus bank holidays
- 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? Apply today and find out more!
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.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 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. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Senior Private Banking Executive – Sports Entertainment and Entrepreneurs employer: Lloyds Bank
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment in London that fosters professional growth and collaboration. With a strong commitment to diversity, equity, and inclusion, employees benefit from a generous pension scheme, tailored lifestyle benefits, and ample opportunities for career development within the thriving Entrepreneurs sector of Private Banking. Join us to make a meaningful impact while enjoying a supportive culture that prioritises your well-being and success.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Banking Executive – Sports Entertainment and Entrepreneurs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the sports, entertainment, and entrepreneurial sectors. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might lead you to your next opportunity!
✨Tip Number 2
Showcase your expertise! Create a portfolio or a personal website that highlights your experience in private banking and client relationship management. This is your chance to shine and demonstrate how you can add value to potential employers.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and challenges, especially in the entrepreneur space. Tailor your responses to show how your skills align with their goals, and don’t forget to ask insightful questions!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team. Don’t hesitate – take that step and let us see what you’ve got!
We think you need these skills to ace Senior Private Banking Executive – Sports Entertainment and Entrepreneurs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Private Banking Executive. Highlight your experience with High Net Worth clients and any relevant skills that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about working in Private Banking, especially with entrepreneurs. Share specific examples of how you've supported client relationships in the past.
Showcase Your Event Experience:Since this role involves planning and executing events, don’t forget to mention any relevant experience you have in this area. Whether it's client engagement initiatives or event management, we want to know how you can contribute to our events!
Apply Through Our Website:We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get all the latest updates on your application status!
How to prepare for a job interview at Lloyds Bank
✨Know Your Clientele
Familiarise yourself with the specific needs and challenges faced by high net worth clients, especially in the sports entertainment and entrepreneurial sectors. This will help you demonstrate your understanding of their unique financial goals during the interview.
✨Showcase Your Relationship Management Skills
Prepare examples that highlight your experience in managing client relationships. Be ready to discuss how you've successfully identified and met client needs in previous roles, as this is crucial for the Senior Private Banking Executive position.
✨Be Event-Ready
Since the role involves planning and executing events, think of past experiences where you've contributed to successful client engagement initiatives. Share these stories to illustrate your ability to strengthen relationships through events.
✨Demonstrate a Collaborative Mindset
Highlight your ability to work with various stakeholders. Prepare to discuss how you've collaborated with teams or partners to deliver seamless service, as this aligns with the role's emphasis on teamwork and internal communication.
