Associate Director- Real Estate & Housing, Global Investors & Listed

Lloyds Banking Group

Associate Director- Real Estate & Housing, Global Investors & Listed

Salary Not Specified

Lloyds Banking Group, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 3 weeks ago, 28 Aug | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 5c15f33414bd41ce9df3476c012e5bde

Full Job Description

  • Work closely and proactively with the team to deliver relationship management and origination across the client base. This includes helping to pitch for business and developing prospect leads and introductions, as well as managing key existing client relationships.

  • Assess and structure new business proposals and prepare high quality Credit / Investment papers for the consideration of internal partners.

  • Negotiate commercial terms and conditions of credit facilities after consulting with all relevant internal and external parties and prepare required proposals.

  • Liaise with product partners across the Bank to bring appropriate products and services to clients and thus maximise the potential for overall business returns.

  • Ensure legal and other documentation is compliant with credit sanction, bank and regulatory policy in order to minimise risk.

  • Work collaboratively with the bank's Delivery / Client Management teams to ensure we meet our clients' day to day operational banking requirements.

    We currently have a phenomenal opportunity for a highly motivated, organised individual who is keen to develop their relationship management skills with the Global Investors client base., Excellent relationship management skills with previous experience working in commercial banking.

  • Strong excel and financial cashflow modelling skills as well as ability to stress test client business plan projections

  • Excellent written skills with the ability to prepare concise and accurate Credit / Investment Committee papers

  • Ability to project manage internal and external partners to deliver to tight client timescales

    The Global Investors & Listed team is a hybrid coverage and product business within the broader Real Estate & Housing business, a key part of the Client Solutions Group ("CSG"). CSG is responsible for the overall management of relationships for Corporate and Financial Institutional clients whose turnover exceeds £100m.


  • Lloyds is a market leading provider of commercial real estate finance, and our team delivers efficiently structured solutions to domestic and international private equity, insurance, pension, sovereign wealth and family office sponsors, as well as listed companies, that are tailored to their investment objectives. The team originate, structure, execute and distribute a wide range of products, from term investment loans and revolving credit facilities to more complex development, bridging and business plan driven financings. We're able to provide fully underwritten facilities of all sizes against all major asset classes on both a secured and unsecured basis as well as a full suite of rates, currency hedging, DCM and global transaction banking solutions.

    You'll work alongside the Relationship Directors and will be tasked with a key support role in the management of a portfolio of 15+ Global Investor clients and marketing the full range of products and services in order to achieve an acceptable level of profit, risk and return in line with agreed business plans., At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

    We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

    We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

    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 performance-related bonus

  • Share schemes including free shares

  • Benefits you can adapt to your lifestyle, such as discounted shopping

  • 30 days' holiday, with bank holidays on top

  • A range of wellbeing initiatives and generous parental leave policies


  • This is a once in a career opportunity to help shape your future as well as ours. Join us and grow with purpose

    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.