Associate, Fiduciary and Funds

2 months ago


St Helier, United Kingdom Lloyds Banking Group Full time

End Date

Saturday 18 May 2024

Salary Range

£53,613 - £59,570
- We support flexible working - click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

About This Opportunity

The Crown Dependencies business is the fastest growing business in Lloyds Banking Group so it’s a really great time to join and make a real difference.

Our Financial Intermediaries team in Jersey are looking for an Associate who will be responsible for managing and growing our commercial relationships alongside an FI Relationship Director. Our FI team is focussed on working with regulated trust and corporate service providers as well as Wealth Managers and Private Family Offices and the growth of the FI business is at the heart of the Crown Dependencies strategy.

There is a strong expectation to grow the portfolio both through deepening existing client relationships and through winning larger clients. Recent success in this space highlights a great opportunity for a driven, self-starter to really make a difference in the local market and raise the Bank’s profile in the business and professional community in pursuit of being the Crown Dependencies’ bank of choice for our chosen markets.

**Job Description**:

- As an associate, you’ll be responsible for the following key activities and initiatives:
- Supporting significant client relationships across the FI market, focusing on Trust & Corporate Service Providers-
- Effectively managing risk across the portfolio alongside building the Bank’s profile and your own network across trade and industry bodies, as well as working with the FI Directors in setting and delivering the strategy of the Jersey team.-
- Supporting business development, including pitching new services and implementing solutions.-
- Support the team through collaboration with product partners to deepen client relationships-
- Play a key role in the onboarding of new accounts-
- Challenge processes and find new ways of working to help craft a more efficient, client focussed team.Why Lloyds Banking Group?
- We’re on an exciting journey and there couldn’t be a better time to join us. The investments we’re making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive. We’re growing with purpose. Join us on our journey and you will too

What You’ll Need

Experience of the below;
- Product Knowledge - a proven understanding of suitable product offerings and a desire to build services specific to the Financial Intermediaries industry.

Market Knowledge - an awareness of the business, economic and market environment - specific to Jersey, Channel Islands

Networking - Promote the business capabilities and expertise.

Business strategy - keenness to drive and deliver Lloyds Banking Group’s key strategic objectives and commitments across the Crown Dependencies

Conscientious & Collaborative - disciplined in your approach to work, confident in handling several opposing priorities. A great teammate who can take the broader view for the benefit of those they work with.

About working for us

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
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 30 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies

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.



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