High Net Worth Relationship Associate - Jersey or Guernsey

Lloyd's; City of Westminster; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading banking group in the UK is seeking a Client Relationship Manager to enhance client service and support. The role emphasizes exceptional communication skills for client engagement and proactive relationship building. Key responsibilities include booking appointments, improving client satisfaction, and collaborating with partners. The company values diversity and inclusion, offering a range of benefits including a generous pension contribution, annual bonuses, and various wellbeing initiatives. If you have the drive for outstanding customer service, we want to hear from you!

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping benefits

24 days' holiday plus bank holidays

A range of wellbeing initiatives

Generous parental leave policies

Qualifications

• Ability to establish relationships quickly and meet clients' needs.
• Self-motivated and dedicated to outstanding customer service.
• Growth mindset aiming to increase client portfolios.

Responsibilities

• Proactively booking client appointments with Relationship Managers.
• Engaging clients to ensure optimal satisfaction and service.
• Collaborating with business partners to manage the client portfolio.

Skills

Client Focus

Client Service Delivery

Communicates Effectively

Builds Networks

Interpersonal Skills

Job description

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.

Benefits

• Generous pension contribution of up to 15%
• 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
• 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.