FI Associate Relationship Manager - Isle of Man

JOB TITLE: FI Associate Relationship Manager – Grade C

LOCATION: Villiers House, Douglas, Isle of Man

Salary: £32,395

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.

The Crown Dependencies business is the fastest growing business in Lloyds Banking Group so it’s an exciting time to join and make a real difference. 

About this opportunity 

Our Financial Intermediaries (FI) team are looking for an Associate Relationship Manager (ARM) to join our dynamic Relationship Management team in Isle of Man. Our FI team is focussed on working with regulated trust and corporate service providers as well as Wealth Managers, Private Family Offices, Captives and Life Companies and the growth of the FI business is at the heart of the Crown Dependencies strategy.

In addition, you'll be supporting a growing portfolio of clients with all their banking needs including deposits, new accounts, and cash management working alongside other Associate Relationship Managers, Relationship Managers & Relationship Directors. With exposure to a full range of clients and products, this is an ideal opportunity to experience life in the Financial Intermediaries sector, with the aim that this role becomes an effective training ground for future Relationship Manager roles.

There is a strong ambition to grow the FI business through deepening existing client relationships and winning new clients as we strive to be the Crown Dependencies’ bank of choice for our chosen markets.

Role responsibilities include:

• Conducting daily procedural tasks such as fixing deposits to support management of external and internal client relationships.

• Join Relationship Managers and Relationship Directors on client appointments, providing support on research and follow-up actions.
• Assists with progressing and assessing new account enquiries and collaborating closely with our dedicated FI account opening team.
• Working with other ARMs to ensure smooth operational running of the FI desk on a day-by-day basis, reacting to changing priorities and circumstances to ensure client needs are met.
• Working within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
• Developing personal capabilities using existing formal and informal training opportunities.

If you have any queries about the role, please contact Stuart Dewhirst for further information.

Please note this role is only available for colleagues residing in, or to those who hold right to work permits for Isle of Man.

Why Lloyds Banking Group

We’re on an exciting journey and there couldn’t be a better time to join us.  The investments we’re making in our people., data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn and thrive.

What You’ll Need 

Product/Market Knowledge – a broad understanding of product offerings and an awareness of the business, economic and market environment

Conscientious & Collaborative – disciplined in your approach to work, confident in managing several opposing priorities.

Oral and Written Communication - Effective communication skills, both written and oral.

Values & Behaviours – Commitment to inspire, encourage, build trust to help my team succeed using the banks values and behaviours.

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’re

committed to creating a consciously inclusive workplace where our

colleagues can be themselves, thrive and perform at their best.

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.

As an inclusive employer, we offer Workplace Adjustments for colleagues

with a disability (which may include long-term health and neurodivergent

conditions) where it is reasonable to do so. This could include flexibility

with regards to office attendance, location, and working pattern.

We are proud to be a Disability Confident Leader. If you have a disability,

you can also apply via our Disability Confident Scheme (DCS). Through the

DCS, we guarantee to interview a fair and proportionate number of

applicants with a disability, whose application meets the minimum criteria

for the advertised job role.

We also provide adjustments that are reasonable throughout the

recruitment process to reduce or remove barriers for applicants with a

disability, long-term health condition or neurodivergent condition. If you’d

like an adjustment to the recruitment process just let us know.

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

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• X days’ 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.