Trust Specialist, UK Private Banking — Remote

Lloyds Banking Group; United Kingdom; Remote; GBP 73,000 - 81,000; Full time

Benefits offered by this job

Pension up to 15%

Annual bonus

Share schemes

Discounted shopping

30 days holiday

Wellbeing initiatives

Parental leave

Job summary

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking to manage relationships between introducers and clients during trust creation, supporting expansion of Trust Services and succession planning. This remote, full-time role emphasizes teamwork with the UK Trust Centre and collaboration with third-party stakeholders.

The role requires 3+ years in Trust or fiduciary services, strong communication, and excellent organizational skills to ensure compliant onboarding of trust

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.

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 communication plans within established systems and procedures.

Skills

Trust experience

Relationship management

Regulatory/compliance

Strong communication

Organisational skills

Attention to detail

Job description

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking to manage relationships between introducers and clients during trust creation, supporting expansion of Trust Services and succession planning. This remote, full-time role emphasizes teamwork with the UK Trust Centre and collaboration with third-party stakeholders.

The role requires 3+ years in Trust or fiduciary services, strong communication, and excellent organizational skills to ensure compliant onboarding of trust