Associate Relationship Manager – Financial Intermediaries
Lloyds Banking Group · Sao Tomé
Job description
About the role
The Financial Intermediaries (FI) team in Guernsey is seeking an Associate Relationship Manager to support regulated trust and corporate service providers, wealth managers, private family offices, captives and life companies. This hybrid role offers exposure to a full range of banking products and serves as a training ground for future Relationship Manager positions.
Key responsibilities
- Manage daily banking activities for clients, including deposits and account administration.
- Support Relationship Managers and Directors with client meetings, research and follow‑up actions.
- Progress new account enquiries and collaborate with the account opening team.
- Partner with fellow ARMs to ensure smooth day‑to‑day operation of the FI desk.
- Follow compliance procedures and flag any potential non‑compliance issues.
- Continuously develop skills through training and development opportunities.
Required profile
- Experience in financial services, banking or client support, preferably with exposure to deposits, account opening or cash management.
- Good understanding of financial services products and markets, with the ability to learn quickly.
- Strong client focus and confidence in supporting client relationships.
- Proactive problem‑solving attitude and ability to identify improvement opportunities.
Required skills
What we offer
- Hybrid working model (minimum two days per week in the office).
- Opportunities for training, development and progression to senior relationship roles.
- Support for colleagues with disabilities through workplace adjustments.
Questions fréquentes
Why are you reporting this job?
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
Published 1 month ago
Expires 4 days from now
27 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Lloyds Banking Group
Sao Tomé