Remote Trust Specialist – Private Banking

Lloyds Banking Group; Scotland; À distance; GBP 73 000 - 81 000; Plein temps

Avantages offerts par ce poste

Pension up to 15%

Annual bonus

Share schemes

Lifestyle benefits

30 days holiday

Wellbeing & parental leave

Résumé du poste

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking. This remote, full-time role focuses on managing relationships with introducers and supporting customers through the creation of new Trusts, expanding Trust Services across UKTC.

You will work with a small, skilled team, deliver guidance on trusts, oversee onboarding of trust cases, and implement communication plans in established systems. A strong regulatory mindset is essential.

Qualifications

• 3+ years experience working within Trust or Fiduciary Services (or a closely related environment)
• Demonstrable experience managing client or introducer relationships in a regulated setting
• Strong communication skills, both written and verbal, with the ability to explain complex information clearly
• Strong organisational skills with the ability to prioritise workloads and work independently
• High attention to detail with an understanding of regulatory and compliance requirements

Responsabilités

• Managing important client relationships with guidance from senior colleagues
• Overseeing relationship management with transactional clients
• Developing and delivering activities to meet customer service standards
• Providing guidance to customers on trusts and onboarding for all trust cases in UKTC
• Implementing communication plans within established systems and procedures

Connaissances

Trust experience

Relationship management

Regulatory compliance

Communication skills

Description du poste

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking. This remote, full-time role focuses on managing relationships with introducers and supporting customers through the creation of new Trusts, expanding Trust Services across UKTC.

You will work with a small, skilled team, deliver guidance on trusts, oversee onboarding of trust cases, and implement communication plans in established systems. A strong regulatory mindset is essential.