Rising Stars Series: Breaking In and Moving Up with Lloyd Whiting

NRG Insights

In this episode of NRG Insights, Rising Stars, Marcus sits down with Lloyd Whiting, Case Manager at Assetz Capital, to explore what it really looks like to start at the bottom and build a career in financial services.
Lloyd’s journey is a great example of what’s possible when curiosity, consistency, and a willingness to learn meet opportunity.
Starting as a Relationship Support Assistant, he’s now managing cases and working closely with senior Relationship Directors with his sights set on becoming one himself.
We talk about what it takes to break into the industry, the value of learning operations before jumping into sales, and why young talent shouldn't underestimate the power of simply being in the room.
In this episode:
✅ Lloyd’s career path from his first role at Assetz Capital to case management
✅ The importance of learning the full deal process before specialising
✅ Why mentorship from senior colleagues still matters
✅ How to make the leap from ops to sales
✅ Advice for young professionals trying to get into finance
✅ Thoughts on industry job titles and the need for standardisation
✅ What employers can do to support junior talent better
Whether you're just getting started in financial services, managing young talent, or thinking about how to move from support roles into more commercial ones, this is a conversation worth tuning in for.

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