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Associate Director, Institutional Family Offices

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End date

Wednesday 14 May 2025

Salary range

We support agile working

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Agile Working Options

Job Share; Flexibility in when hours are worked; Hybrid Working

Job description

JOB TITLE: Associate Director, Institutional Family Offices
HOURS: Full time
LOCATION: London
WORKING PATTERN: Hybrid, 60% (or three days) in an office site

About this opportunity

We currently have a great opportunity for an Associate Director to join our family office team based in London.

In the role of Associate Director, you'll help build positive relationships to support our growth strategy and enhance income generation.

Your accountabilities will include:

  • Support the MD, Head of Family Offices in managing a designated portfolio of client relationships, with opportunities to lead on client relationships where appropriate
  • Collaborate closely with product and delivery partners across the Bank to market the full range of the Bank’s products to clients.
  • Identifies, and originates with support, client opportunities executing client solutions to deliver for clients. Leads client deal proposal structuring with oversight. 
  • Explore ways to meet client requirements and find opportunities to develop further income, recommending and implementing the appropriate solutions.
  • Support and develop business leads and introductions, as appropriate, improving business growth for the Group.
  • Understanding of Group policies and procedures, adhering to compliance expectations.

Why Lloyds Banking Group?

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s crafting finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What we need from you?

  • Knowledge of the family office sector
  • Strong understanding of Institutional banking products, through Markets, Cash, and Debt offerings
  • A background developing strong and trusted client relationships across Treasury and Senior Management to help support a growth agenda.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

  • A generous pension contribution of up to 15%
  • An annual bonus award, subject to Group performance
  • Share schemes including free shares
  • Benefits you can adapt to your lifestyle, such as discounted shopping
  • holiday, with bank holidays on top
  • A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.
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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'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.