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Associate Director – Professional and Fiduciary Services
Lloyds Banking GroupAssociate Director in Professional and Fiduciary Services team leading key client relationships and driving commercial growth. Focus on consultancy and fiduciary services for high-profile clients.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship management and client coverage skills, with a focus on understanding client needs and delivering actionable solutions. Possesses expertise in credit analysis and a commercial approach to building networks and influencing outcomes.
Highest-signal resume keywords
Relationship ManagementCredit AnalysisClient CoverageNetwork BuildingProblem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AnalysisClient Insight TranslationProposal ReviewAccount PlanningCommercial Approach
Soft Skills
Relationship-BuildingCollaborationPresentation SkillsInfluencing OutcomesCoaching
Industry Keywords
Corporate ClientsProfessional ClientsFiduciary ClientsCustomer-Centric CultureConduct Objectives
About the role
Key responsibilities & impact- Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs, connecting clients with the Bank’s product suite to support their objectives while meeting the Bank’s credit and profitability requirements.
- Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably.
- Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations, while demonstrating and embedding LBG Group Values.
- Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions with product partners.
- Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities within the sector.
- Develop a broad network of internal and external partners to build the team’s profile across the Bank and in the wider market.
- Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives.
Requirements
What you’ll need- Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years.
- Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements.
- Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks.
- A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions.
- Experience building networks and acting as an ambassador for the Bank in the external market.
- Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives.
- Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions.
Benefits
Comp & perks- 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
- 30 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies