Requirements
- 5+ years’ experience managing and growing High Net Worth client relationships within Private Banking or a closely related environment
- Strong understanding of entrepreneur clients and the financial needs of founders and owner‑managed businesses
- Proven ability to originate new client relationships through professional and introducer networks
- Experience delivering tailored financial solutions across banking, lending, investments and wealth planning
- Strong stakeholder management skills, working collaboratively across complex organisations
- (Desirable) Exposure to sector‑focused client portfolios
- (Desirable) Experience supporting vulnerable customers or complex financial circumstances
- 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
What the job involves
- This is an opportunity to take ownership of a high‑impact portfolio of entrepreneur clients and play a leading role in growing Lloyds Banking Group’s Private Banking Entrepreneurs proposition
- As a Private Banking Manager, you’ll build deep, trusted relationships with entrepreneurs, founders and owner‑managed business owners across sectors such as Tech & Digital, FinTech, Healthcare, Consumer Brands, Manufacturing and Social Enterprise
- You’ll help clients navigate both their personal and business financial goals, delivering joined‑up solutions across banking, specialist lending, investments, estate planning and trust services
- You’ll generate new external client relationships through a strong network of introducers, while also supporting existing clients with complex and evolving needs
- Working closely with colleagues across Private Banking, Mass Affluent and wider Group specialists, you’ll ensure consistently high‑quality outcomes, particularly where situations are sensitive or complex
- You’ll have end‑to‑end ownership …
- 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
