Trust Specialist – UK Private Banking
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Job Description
Trust Specialist managing introducer and client relationships for Lloyds Banking Group’s UK Trust Services. Supporting Trust onboarding, customer guidance, and succession-planning growth remotely.
Responsibilities:
- Manage relationships between introducers and support customers throughout the creation of new Trusts
- Support the expansion of Trust Services through new products and succession planning
- Work as part of the UK Trust Centre team to deliver new customers
- Work closely with third-party stakeholders to ensure successful introductions
- Manage important client relationships with guidance from senior colleagues
- Oversee relationship management with transactional clients
- Develop and deliver activities to meet customer service standards
- Provide guidance to customers on trusts
- Complete onboarding for all trust cases in UKTC
- Implement communication plans within established systems and procedures
Requirements:
- 3+ years experience working within Trust or Fiduciary Services or a closely related environment
- Demonstrable experience managing client or introducer relationships in a regulated setting
- Strong written and verbal communication skills
- Ability to explain complex information clearly
- Strong organisational skills
- Ability to prioritise workloads and work independently
- High attention to detail
- Understanding of regulatory and compliance requirements
- Experience supporting onboarding processes or case management within financial services would be great
- Exposure to succession planning, estate planning, or Trust structures in a banking environment would be great
- Experience working with multiple stakeholders, including third-party partners, would be great
Benefits:
- Flexible working options: Hybrid Working, Job Share, Reduced Hours
- Pension contribution of up to 15%
- Annual performance-related bonus
- Share schemes including free shares
- Benefits tailored to lifestyle, such as discounted shopping
- 30 days’ holiday, plus bank holidays
- Wellbeing initiatives
- Generous parental leave policies
- Reasonable adjustments throughout the recruitment process
- Opportunities to learn, grow and develop
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