Private Banking and Advice Manager - Direct Investment, Open to flexibility

08 Nov 2018
20 Nov 2018
Lloyds Banking Group
Contract Type

Private Banking and Advice Manager - Direct Investment, Open to flexibility

Lloyds Banking Group recognises the importance of providing extraordinary customer service and this underpins our strategy to become the Best Bank for Customers.

Our Insurance business is one of the largest in the UK. We have a strong heritage, helping approximately six million customers every day with their diverse and critical needs including life insurance, pensions, investments and general insurance (home, car, travel).

Private Banking, which is part of Insurance & Wealth aims to help customers to achieve their financial goals by constructing robust financial plans tailored to each customers individual circumstances. As a Private Banking & Advice Manager within Lloyds Private Banking Direct you'll support a portfolio of high-net-worth customers, providing remote financial advice and relationship management.

A new approach within Private Banking..

In Lloyds Private Banking we're pioneering exciting new ways to engage with our customers. Our flexible approach utilises digital technology and remote advice services to ensure our customers remain at the heart of everything we do. As one of our Private Banking and Advice Managers you'll do much more than advise; You'll build and lead the whole customer relationship providing a complete private banking service.

Our colleagues are as diverse as our customer base and you'll embrace the opportunity to engage with the wider team to deliver customer excellence.

You'll possess a real passion for delivering customer service excellence.
If you have a talent for building relationships and providing advice over the telephone/video conferencing and your personal ethos fits with our group values and behaviours why not join us on this journey to customer excellence.

Lead an existing portfolio of high-net-worth customers.

Starting with a ready-made portfolio, you'll build on existing relationships with some of our more affluent customers. You'll manage customer relationships remotely in order to identify and address their needs, recommending appropriate products and services and/or third party referrals to ensure that we exceed our customers' expectations.

Be responsible for the whole relationship as a trusted advisor.

Providing a complete private banking service, you'll be rewarded for building long-term relationships with a wide range of customers. Your success lies in understanding our customers financial priorities and long-term goals, helping them understand their choices and providing advice that is right for them.

Conducting regular financial reviews you'll discuss and advise on services and options. You'll proactively maintain your knowledge of our full range of products/services and meaningfully adopt a professional approach at all times.

Lloyds Banking Group is committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit. We support the principles of agile working and are happy to consider flexible working arrangements. We're an equal opportunity employer and deeply value diversity within our organisations.
Together we make it possible.

As well as a competitive salary, this role offers:

  • Car (or allowance)
  • Flex cash sum
  • 30 days holiday (plus bank holidays)
  • A total reward package that offers discounted lifestyle, financial and protection benefits you can tailor to suit your lifestyle.