High Net Worth Relationship Associate - Jersey and Guernsey

lloyds banking group; York and North Yorkshire; On-site; GBP 41,000 - 44,000; Full time

Job summary

A financial services organization is seeking a High Net Worth Relationship Associate to enhance client relationships and provide exceptional service. This role involves proactively booking appointments and resolving client queries while supporting Relationship Managers in a hybrid work environment. The ideal candidate should have strong communication skills, a focus on client service, and the ability to build relationships effectively.

Benefits

Generous pension contribution (up to 15%)

Annual performance-related bonus

Share schemes including free shares

Discounted shopping

24 days’ holiday plus bank holidays

Wellbeing initiatives and generous parental leave policies

Qualifications

• Exceptional communication skills needed for client interactions.
• Ability to establish and deepen client relationships quickly.
• Self-motivated with a desire to deliver outstanding customer service.

Responsibilities

• Proactively book client appointments with Relationship Managers.
• Discover opportunities to match client needs with products.
• Engage with clients to ensure optimal satisfaction and service.

Skills

Client Focus

Client Service Delivery

Communicates Effectively

Builds Networks

Interpersonal Skills

Job description

Job Description Summary

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

End Date

Thursday 25 December 2025

Salary Range

£41,240 - £43,410

Flexible Working Options

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Job Share

Job Description

• JOB TITLE: High Net Worth Relationship Associate
• SALARY: £41,240 to £44,185 depending on location.
• LOCATIONS: Jersey or Guernsey
• 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.

About this Opportunity

The Crown Dependencies business (LBCM) is the fastest growing business in Lloyds Banking Group, making it an exciting time to join and make a real difference. We seek a Relationship Associate to partner with Relationship Managers in building positive relationships with valuable clients. This role delivers outstanding service that meets clients' financial needs and improves value and profitability by increasing relationship depth and reducing client attrition.

Using your exceptional communication skills, you’ll make sure our clients get the right support when they visit, call or email us. You’ll be resolving a variety of sophisticated queries directly from the clients or via the Relationship Managers.

What you’ll be doing

• Proactively look for opportunities to book the client appointments with their Relationship Manager for relationship building conversation, to deepen these relationships.
• You’ll discover opportunities to match client needs against our products and support clients with our digital offering using customer feedback to understand and improve our customer’s experience.
• Engaging with clients to ensure optimal satisfaction and provide superior client service.
• Collaborating with business partners to support day-to-day management and growth of your Relationship Managers client portfolio.
• Challenging processes and finding new ways of working to create a more efficient, client-focused team.
• Developing personal capabilities through formal and informal training opportunities, while also coaching others as required.

What You'll Need

• Key skills required for this role are Client Focus, Client Service Delivery, Communicates Effectively, Builds Networks, and Interpersonal Skills.
• Our brand is trusted across the Crown Dependencies and this new role, which offers an exceptional relationship management service will deepen that brand affinity. Therefore, you'll need to have the ability to quickly establish relationships; to understand and meet your clients’ needs through our diverse range of services.
• A growth mindset with an aim to increase your Relationship Manager’s client portfolio.
• You'll need to be hard-working and self-motivated with the desire to deliver outstanding customer service.
• Collaboration with our partners across Commercial and International Private Bank is critical, meaning you must have strong relationship building skills and a desire to be part of the winning team.

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.

From Day 1 we’ll provide all the training and support you'll need and many of our colleagues also go on to gain industry qualifications or careers in the wider Group - there's a wealth of opportunities.

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
• 24 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!

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 keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

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.