Private Banking Manager - Mayfair Private Clients

JOB TITLE: Private Banking Manager - Mayfair Private Clients

LOCATION: London

HOURS: Full time

WORKING PATTERN: : Our team is field based and largely work remotely, with client meetings also being held in our Mayfair office. The existing clients for these roles are largely based in London, although there is particular exposure to South London, Kent and Essex. You’ll primarily meet clients face-to-face and virtually, as well as over the phone, so regular travel will be essential.

About this opportunity

As the UK’s largest retail and commercial bank, Lloyds Banking Group plays a vital role in supporting the UK economy. Our strategy is clear: put customers first and deliver on our vision of becoming the best bank for customers.

Within our Consumer Relationships Division, Private Banking helps clients achieve their financial ambitions through tailored, robust financial planning.

As a Private Banking Manager, you’ll manage and onboard Ultra High Net Worth and high-profile clients within the Lloyds Mayfair Private Clients team, covering London and the South East. This diverse portfolio is centred in and around London and requires exceptional relationship management skills.

About us

Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.

What will you do in this role:

• Proactive and reactive meetings with new and existing High Net Worth clients on your set to answer, resolve and facilitate solutions for their wider personal banking and lending needs.

• Continuous Relationship Management via regular contact with your set of High Net Worth Clients

• Working closely with and influencing key colleagues across the Group and external 3rd party partner providers such as Schroders Personal Wealth and Cazenove Capital to build positive relationships, collaborating with them to ensure a seamless approach to client engagement and onboarding

• Continuous focus on understanding your own “business” and how you can grow this.

• Accountable for accurate and compliant use of all reporting tools with quality data input to systems that provide MI

• Building up expertise and knowledge to maintain and develop your ongoing relationships with your clients across all areas of Lloyds Banking Group

What essential skills/experience are we looking for?

• Proven, proficient and experienced Relationship Manager, in a High Net Worth Client role, within the banking or financial planning arena. Important to have held dedicated and direct responsibility for a client set with accountability for the delivery of meeting their client’s needs

• A proven understanding of the Financial markets and industry

• Skilled at planning and prioritising work to meet commitments aligned with organisational goals

• Customer and colleague management experience

• Analytical skills

• Full driving licensee, as regular travel both in and around London, including to client homes, will be required.

Desirable:

• Banking / Chartered Private Banker Qualification

About working for us

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 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.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

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

• 30 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey!