At a Glance
- Tasks: Support Relationship Directors in delivering tailored banking solutions to mid-market clients.
- Company: Join a leading financial services firm focused on helping businesses thrive.
- Benefits: Enjoy flexible working, generous holiday, health insurance, and discounts on various products.
- Other info: Exciting opportunities for career development in a fast-paced environment.
- Why this job: Be part of a dynamic team making a real impact on client relationships and business growth.
- Qualifications: Proactive, organised, with 2+ years in customer-facing financial roles and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Responsibilities
- We’re seeking an Associate Relationship Manager to provide support for a growth portfolio within our Mid-Market segment (T/O £50m - £500m).
Working alongside a Relationship Directors across the South Wales you’ll help deliver excellent service and tailored solutions to meet our clients’ goals
- The successful candidate will support providing Term Loans, RCFs, and other banking solutions to a range of businesses.
You will be supporting an RD who is experienced in bringing on new-to-bank relationships, working with key-business-introducers and advisors to make this happen
- This is a growth role for our Mid-Market team, and that focus on new business origination is key for the person we are looking for
- Mid Markets is a Relationship Management business within Business and Commercial Banking.
We’re responsible for the overall management of client relationships whose turnover is between £50m - £500m.
It’s an exciting and wide-ranging segment spanning a variety of sectors and central to our purpose of Helping Britain Prosper
- You’ll play a key role in building long‑term, multi‑product relationships— leading on the new business strategy, ensuring funds are with clients quickly, handling risk, and deepening client engagement.
This is a dynamic role where no two days are the same, ideal for someone who thrives in a fast‑paced environment and is passionate about putting customers first
- Client
Engagement: Attend client meetings (virtually or in person), prepare agendas and briefing notes, follow up actions and communicate updates on sector insights, products, clients’ facilities, meetings and events
- Portfolio Management & Growth: Support the lending journey, help identify high‑value clients and spot opportunities to deliver product solutions
- Risk & Compliance: Use your understanding of financial accounts to support credit proposals, monitor and manage risk and contribute to financial analysis
- Credit & Onboarding: Assist with credit reviews, facility changes and onboarding, including preparing proposals and tender submissions
- Organisation & Efficiency: Manage your diary and inbox, prioritise tasks and contribute to process improvements that benefit clients and colleagues
- Collaboration & Insight: Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments
Benefits
- A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
- A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
- Family leave: Up to 63 weeks of maternity or adoption leave.
Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay.
Partners can have six weeks of fully paid paternity leave.
- Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
- Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
- Colleague
Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping.
You can share this benefit with up to ten family members or friends.
- Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
- Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
- Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our ‘Your Tomorrow’ scheme.
You can decide how much you save and get a say in where your contributions are invested.
Qualifications
We’re looking for someone who’s proactive, organised, and passionate about delivering great client outcomes.
Ideally, you’ll bring
- Confidence in building and maintaining relationships
- Clear written and verbal communication skills
- Strong organisational and time management skills
- Minimum 2 years experience in a customer‑facing role within financial services
- A proactive mindset and willingness to learn
- Awareness of risk and how to manage it effectively
- Experience in Business & Commercial Banking
- Proficient in using systems such as CRW, PEGA and Co‑Pilot
- #J-18808-Ljbffr
Associate Relationship Manager (Mid Markets) in Cardiff employer: Lloyd's
Lloyd's is an exceptional employer that fosters a collaborative work culture, allowing you to lead complex programmes in a dynamic environment. With a strong focus on employee well-being and professional growth, we offer comprehensive benefits including healthcare, a generous pension, and opportunities for continuous development, all within the vibrant setting of Greater London.