High-Net-Worth Relationship Manager

Posted 5 Days Ago
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House, NM
Entry level
Fintech • Software • Financial Services
The Role
As a High-Net-Worth Relationship Manager, you will develop long-lasting relationships with high-net-worth clients, ensuring their financial needs are met through exemplary service and tailored solutions while actively building a portfolio of customers.
Summary Generated by Built In

End Date

Thursday 27 February 2025

Salary Range

£0 - £0

We support flexible working – click here for more information on flexible working options

Flexible Working Options

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Job Description Summary

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Job Description

JOB TITLE:        High-Net-Worth Relationship Manager

SALARY:            Competitive package

LOCATIONS:     Isle of Man

HOURS:              Full-Time

WORKING PATTERN: Daily office/branch attendance is expected

About this Opportunity

This is a great opportunity to join Crown Dependencies, the fastest growing business in Lloyds Banking Group (LBG). It’s a phenomenal time to join our retail bank and make a real difference.

Developing our proposition to proactively support our High-Net-Worth customers in the Crown Dependencies creates an exciting new opportunity within Isle of Man. Being our business representative you'll have the opportunity to build long lasting and sustainable relationships within our local customer base. You’ll discover opportunities to match customer needs against our products and support customers with our digital offering using customer feedback to understand and improve our customer’s experience.

In the role of Crown Dependencies High-Net-Worth Relationship Manager, your exceptional communication skills will be essential in engaging with our customers to ensure optimal satisfaction and provide superior customer service.

You’ll actively build and oversee a portfolio of valuable customers, nurturing close working relationships and delivering exemplary service that meets their financial needs, with the goal of enhancing value and profitability through increased relationship depth and reduced customer attrition.

About us

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What You'll Need

  • Key skills required for this role are Customer Focus, Customer Service Delivery, Communicates Effectively, Builds Networks, and Interpersonal Skills.
  • Our brand is trusted across the Crown Dependencies and this new role, which offers an exceptional relationship management service will deepen that brand affinity. Therefore, you'll need to have the ability to quickly build relationships; to understand and meet your customer’s needs through our diverse range of services.
  • A growth mindset with a drive to increase the customer portfolio. 
  • You'll need to be hard-working and self-motivated with the desire to deliver outstanding  customer service.
  • Collaboration with our partners across Commercial and International Private Bank is essential, meaning you must have strong relationship building skills and a desire to be part of the winning team. As we desire to expand our Brand externally, you must have the confidence to network externally supported by the Senior Manager.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

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
  • 28 days’ holiday, with bank holidays on top
  • A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch.

We’d love to hear from you!

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.

The Company
HQ: London
60,287 Employees
On-site Workplace

What We Do

Our purpose is Helping Britain Prosper. We do this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good.

We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs.

The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.

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