Trust Specialist - UK Private Banking (Remote)

Lloyds Banking Group

United Kingdom

Remote

GBP 73,000 - 81,000

Full time

3 days ago
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Benefits offered by this job

A generous pension contribution up to
Annual performance-related bonus
Share schemes
Benefits you can tailor to your life
30 days' holiday
Wellbeing initiatives and parental le​

Job summary

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking to manage relationships with introducers and clients as new Trusts are created, supporting growth of Trust Services.

The role involves onboarding all trust cases in UKTC, coordinating with third‑party stakeholders, and delivering communication plans within established systems and procedures. This remote, full‑time position offers a generous benefits package and clear career progression.

Qualifications

  • 3+ years experience within Trust or Fiduciary Services
  • Experience managing client or introducer relationships in a regulated setting
  • Strong communication skills, written and verbal, with ability to explain complex information clearly

Responsibilities

  • Manage important client relationships with guidance from senior colleagues
  • Oversee relationship management with transactional clients
  • Develop and deliver activities to meet customer service standards
  • Provide onboarding for all trust cases in UKTC and implement communications plans

Skills

Trust/Fiduciary
Client relationship mgmt
Regulatory/compliance

Job description

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking to manage relationships with introducers and clients as new Trusts are created, supporting growth of Trust Services.

The role involves onboarding all trust cases in UKTC, coordinating with third‑party stakeholders, and delivering communication plans within established systems and procedures. This remote, full‑time position offers a generous benefits package and clear career progression.

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