Associate Director, Institutional Family Offices

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary

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Job Description

JOB TITLE: Associate Director, Institutional Family Offices
HOURS: Full time
LOCATION: London
WORKING PATTERN: Hybrid, 60% (or three days) in an office site

About this opportunity

We currently have a great opportunity for an Associate Director to join our family office team based in London.

In the role of Associate Director, you'll help build positive relationships to support our growth strategy and enhance income generation.

Your accountabilities will include:

• Support the MD, Head of Family Offices in managing a designated portfolio of client relationships, with opportunities to lead on client relationships where appropriate
• Collaborate closely with product and delivery partners across the Bank to market the full range of the Bank’s products to clients.
• Identifies, and originates with support, client opportunities executing client solutions to deliver for clients. Leads client deal proposal structuring with oversight. 
• Explore ways to meet client requirements and find opportunities to develop further income, recommending and implementing the appropriate solutions.
• Support and develop business leads and introductions, as appropriate, improving business growth for the Group.
• Understanding of Group policies and procedures, adhering to compliance expectations.

Why Lloyds Banking Group?

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

What we need from you?

• Knowledge of the family office sector
• Strong understanding of Institutional banking products, through Markets, Cash, and Debt offerings
• A background developing strong and trusted client relationships across Treasury and Senior Management to help support a growth agenda.

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 bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 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.

This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks

As a certified colleague your details will be published on the FCA’s Financial Services Register

This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook

The Person  (“P”) performs the client-dealing FCA certification function for a firm if:(1)  P is carrying out any of the activities in the table in SYSC 27.8.19R; and(2)  those activities will involve P dealing with:(a) a person with or for whom those activities are carried out; or(b) the property of any such person;in a manner substantially connected with the carrying on of regulated activities by the firm.

If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook(1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.(2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm.