Lloyds Banking Group
FI Associate Relationship Manager
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JOB TITLE: FI Associate Relationship Manager
SALARY: £45,287
LOCATION(S): Guernsey
HOURS: Full-time, 35 Hours
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office.
Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.
What you'll be doing:
Our Financial Intermediaries (FI) team are looking for an Associate Relationship Manager (ARM) to join our dynamic Relationship Management team in Guernsey.
Our FI team is focussed on working with regulated trust and corporate service providers as well as Wealth Managers, Private Family Offices, Captives, and Life Companies and the growth of the FI business is at the heart of the Crown Dependencies strategy.
In addition, you'll be supporting a growing portfolio of clients with all their banking needs including deposits, new accounts, and cash management working alongside other Associate Relationship Managers, Relationship Managers & Relationship Directors. With exposure to a full range of clients and products, this is an ideal opportunity to experience life in the Financial Intermediaries sector, with the aim that this role becomes an effective training ground for future Relationship Manager roles.
There is a strong ambition to grow the FI business through deepening existing client relationships and winning new clients as we strive to be the Crown Dependencies' bank of choice for our chosen markets.
In this role you'll:
- Support client relationships by managing daily banking activities, including deposits and account administration
- Work alongside Relationship Managers and Directors, supporting client meetings, research, and follow-up actions
- Help progress new account enquiries and collaborate with the account opening team
- Partner with fellow ARMs to ensure the smooth day-to-day running of the FI desk and deliver excellent client service
- Follow compliance procedures and identify and escalate any potential non-compliance issues
- Continuously develop your skills through training and development opportunities.
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Please note this role is only available for colleagues residing in, or to those who hold the right to work in Guernsey.
Why join us?
We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.
What we're looking for?
- Financial services, banking or client support experience, ideally with exposure to deposits, account opening, or cash management
- A good understanding of financial services products and markets, with the ability to build knowledge quickly and apply it to client needs
- Strong client focus, with confidence supporting client relationships and helping deliver timely, high-quality outcomes
- A proactive approach to problem solving, including identifying and owning opportunities to improve processes, reduce risk, and enhance client experience
- Excellent organisation and collaboration skills, with the ability to manage competing priorities and support a busy Relationship Management team
- Clear written and verbal communication skills, including confidence engaging with clients and internal stakeholders.
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And any experience of these would be great:
- Experience working with regulated trust and corporate service providers, wealth managers, private family offices, captives, or life companies
- Knowledge of account opening, onboarding, deposits, or cash management processes
- Previous experience supporting Relationship Managers, Relationship Directors, or a client-facing team
- An interest in building a career in Relationship Management within Financial Intermediaries.
We know that great talent comes from many backgrounds. We recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
This is a place for you:
Our ambition is to be the leading UK business for diversity, equity, and inclusion supporting our customers, colleagues, and communities and we're committed to creating an environment in which everyone can thrive, learn, and develop.
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 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 and generous parental leave policies.
Ready for a career where you'll learn and thrive?
Apply today and find out more.
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