Skip to main content

Client Research Manager

Posted: 25 Apr 2019 Closes: 9 May 2019
Edinburgh £37899 - £42110 per annum
Permanent & Full-time lloyds-banking-group/5cc3715f32541


Insurance and Wealth is an integral part of the Group in helping to deliver our vision of becoming the best bank for customers, and in playing a key role in Helping Britain Prosper by helping corporate and individual customers plan for their long-term protection, retirement and investment needs.

Our Insurance business is one of the largest in the UK. We have a strong heritage, helping approximately six million customers every day with their diverse and critical needs including life insurance, pensions, investments and general insurance (home, car, travel).

The Wealth business consists of two customer facing areas - UK Private Banking and Expatriate Banking - serving 345,000 customers. We aim to meet the banking and investment needs of our wealthier UK and International Retail customers. We can provide advice in a wide variety of areas, including investments, planning for retirement, protection and inheritance tax planning, as well as providing personal lending.

What to expect..

Reporting to the Bid Specialist, you'll be responsible for the delivery and creation of in-depth client research documents and briefing packs for large corporate new business opportunities.

You'll be joining the Tenders Team which is a dynamic team who are responsible for creating and responding to questionnaires, Request for Information (RFI), requests to tender for new workplace pension business and assist with general new business enquires.

You will undertake a key role in the development and improvement of the client research process which forms an integral part of winning and retaining new clients.

You'll work closely with the distribution teams involved in tenders and business presentations and will present their research findings to the team, ensuring they are fully briefed on new and existing clients, culture, history, competitive position and brand ethos.

You'll be the author of client research packs and will undertake proactive client research on an ongoing basis.

Want to hear more..

You'll work with various parts of the business, including the commercial bank to undertake proactive customer research and to identify relationships within the Lloyds Banking Group network.

You will be a self-starter who has strong writing and interpersonal skills, whilst having a passion for brands and research.

Lloyds Banking Group is committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit. We support the principles of agile working and are happy to consider flexible working arrangements. We're an equal opportunity employer and deeply value diversity within our organisations.

Together we make it possible.

As well as a competitive salary, this role offers:

  • Car (or allowance)
  • Flex cash sum
  • 30 days holiday (plus bank holidays)
  • A total reward package that offers discounted lifestyle, financial and protection benefits you can tailor to suit your lifestyle.

Lloyds Banking Group

Share Job