Private Banking Executive, Lloyds
Sports Entertainment and Entrepreneurs
£39.3-41.3k
+ Annual performance‑related bonus, and share schemes including free shares
2+ days a week in office (Mayfair, London)
Retail and commercial bank
Be an early applicant
Retail and commercial bank
1001+ employees
Be an early applicant
£39.3-41.3k
+ Annual performance‑related bonus, and share schemes including free shares
2+ days a week in office (Mayfair, London)
1001+ employees
Company mission
To support families and businesses, helping them to take the next step, whatever that may be.
Role
Who you are
- 2+ years’ experience in a client‑facing role within banking, wealth or financial services
- Experience supporting High Net Worth or affluent clients
- Strong customer focus with the ability to manage queries and priorities effectively
- High attention to detail and strong organisational skills
- A collaborative approach and willingness to learn
- We know that great talent comes from many backgrounds. Whilst this job advert may reference specific experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply
Desirable
- Exposure to Private Banking, Wealth Management or entrepreneur clients
- Experience working within regulated financial environments
What the job involves
- The Private Banking Executive works alongside Private Banking Managers (PBM), helping to relationship manage a portfolio of Private Banking customers, whilst supporting the PBM with various administrative tasks such as appointment booking
- There is shared responsibility to deepen the relationship with the customer base through exploring stated and unstated needs and supporting with customer queries that the team receive
- This is a great opportunity to build your career in Private Banking while supporting a diverse portfolio of entrepreneur clients
- As a Private Banking Executive, you’ll work closely with Private Banking Managers to support the day‑to‑day relationship management of entrepreneurs, founders and owner‑managed businesses
- You’ll help deliver a high‑quality client experience by responding to queries, preparing for client meetings and coordinating activity across internal and external specialist teams
- You’ll support clients with tailored solutions across banking, lending, investments and wealth services, guiding them to the right channels and support at the right time
- Alongside client interaction, you’ll provide important operational and administrative support to ensure relationships are managed smoothly and professionally, contributing to positive outcomes and long‑term client trust
- You’ll be part of a supportive team within a growing Entrepreneurs sector, gaining exposure to High Net Worth clients, specialist services and career development opportunities across Private Banking
Application process
- End Date: Thursday 23 April 2026
Salary benchmarks
Our take
Lloyds Bank, part of Lloyds Banking Group, began operations back in 1765 and is nowadays one of the UK’s leading retail and commercial banks. As with many leading banks, the company has dealt with its share of controversy, but it has nonetheless stood the test of time and worked to build back its public reputation in the wake of these setbacks.
As part of its ongoing digital transformation, the company is seeking to put the cloud at the front of its services and systems, and has cited intentions to invest heavily in overhauling its technology infrastructure. All this seeks to serve the modern banking customer, and to compete with the fast-increasing number of alternative banking options appearing on the market.
On top of this, Lloyds Bank has shown great interest in facilitating innovation in the industry, joining as a partner on "FinTech Action Labs" to bring its industry expertise to early-stage FinTechs. The company continues to enhance its online and mobile services (it is the UK's biggest mobile bank), as well as expanding its partnerships with digital banking companies.
Steph
Company Specialist at Welcome to the Jungle
Insights
-1% employee growth in 12 months
Company
Company benefits
- Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
- A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
- A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
- Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
- Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
- Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
- Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
- Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
- Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our 'Your Tomorrow' scheme. You can decide how much you save and get a say in where your contributions are invested.
Company HQ
City of London, London, UK
Leadership
Charlie Nunn
(Group Chief Executive)Spent nine years at HSBC, including as Group Head of Wealth Management and Digital, and as CEO of Wealth and Personal Banking.
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