Commercial and Wealth Relationship Management
Develop the skills to become a future Relationship Manager or Financial Adviser through rotations across our Wealth, Private Banking and Business & Commercial Banking businesses, while building industry-recognised qualifications and valuable customer experience.
Commercial and Wealth Relationship Management
Duration
2 Years
Salary
£45,000 plus fantastic benefits
Locations
This is a rotational scheme Bristol, Leeds & Manchester. Mix office and home working with our hybrid working policy.
Qualifications
You'll work towards a professional qualification recognised across the UK.
Helping shape financial futures
How people seek financial guidance is changing. Today's customers are looking for personalised support, digital experiences and trusted relationships to help them achieve their financial goals.
That's why we're launching our new Commercial & Wealth Relationship Management Graduate Scheme a unique opportunity to develop the next generation of Relationship Managers & Wealth Advisors across Lloyds Banking Group.
Two years. Three big rotations. Unlimited learning.
Over two years, you'll gain experience across our Wealth, Business & Commercial and Private Banking businesses, building the knowledge, skills and professional qualifications needed to support customers throughout some of life's most important financial decisions. You’ll build relationship management skills across both our personal & business customers.
What you'll do
This rotational Scheme has been designed to give you broad exposure to different customer segments and financial solutions across the Group.
You'll complete rotations across:
• Wealth & Insurance
• Business & Commercial Banking
• Private Banking
Working alongside experienced colleagues, you'll learn how we build trusted customer relationships, support financial wellbeing, and deliver tailored solutions that meet customers' needs.
Throughout the Scheme, you'll develop:
- Relationship Management
- Financial Planning and Advice Fundamentals
- Wealth and Investment Products
- Customer Needs Analysis
- Regulatory, Credit and Risk Management
- Commercial Awareness and Client Engagement
- Build professional qualifications alongside your career
We'll support you in gaining industry-recognised qualifications that will help accelerate your development and prepare you for a future career in wealth and relationship management.
Alongside formal learning, you'll receive coaching, mentoring and development support from experienced leaders and industry professionals.
Why join us?
We're investing in the future of relationship management within LBG
As the industry experiences increasing demand for qualified advisers and relationship managers, we're creating a sustainable pipeline of talent to support our customers for years to come. You'll be joining a business that is committed to developing future capability, embracing new ideas and delivering excellent customer outcomes.
By bringing together colleagues from different backgrounds and experiences, we're creating a diverse future talent community that reflects the customers, businesses communities we serve.
What we're looking for
We're looking for curious, relationship-focused graduates who are passionate about helping customers succeed.
You don't need previous financial services experience. We're more interested in your potential, including:
• A genuine interest in financial services, wealth or relationship management
• Strong communication and relationship-building skills
• Commercial curiosity and a growth mindset
• Confidence working with a wide range of customers and stakeholders
• A willingness to learn and work towards professional qualifications
• A commitment to delivering good customer outcomes
By the end of the programme, you'll have developed a broad understanding of relationship & wealth management giving you a strong foundation for a successful career in one of the UK's most important growth markets.
Requirements
While we do not require a minimum degree achievement, we strongly recommend the ability to be able to demonstrate sound knowledge, understanding and technical skills aligned to the role. Some aspects of this, alongside behaviours and values, will be assessed through the application process.
Please note that we cannot sponsor visas
This is a rotational scheme across various UK Locations including Bristol, Manchester & Leeds. You’ll need to be flexible.
With our hybrid working policy, all colleagues are expected to spend a minimum of two days each week in the office, some roles are five days per week.
Applications for our Commercial & Wealth Relationship Management Graduate Scheme open 1st October and close on 6th November.
Our graduate schemes may close early if we receive a high number of applications, so it’s best to apply as soon as you can.
Our application process is designed to help you shine. We want everyone to feel they belong and can be their best, regardless of background, identity, or culture.
Find details, including stages and tips for success on our Graduate Application Process page.
Apply now!
Applications are now open! Think big. Act bold. We’re waiting for you to take the first step in joining Lloyds Banking Group where your ambition meets our opportunity.
Want to know more?
FAQs
Looking for help with your application? Need to know more about the interview process? Search our FAQ page to find useful information, tips and support. Find out more