Private Banking Manager - Grow Wealth & Relationships

Handelsbanken; Oxford; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Private medical insurance

Income protection

Life assurance

Pension contribution 15%

Job summary

Handelsbanken in Oxford is seeking a Private Banking Manager to lead and grow a local portfolio, delivering tailored wealth and lending solutions while upholding the bank's service standards.

You will develop networks with professionals, brokers and advisors, manage credit proposals, and coordinate with Corporate Banking. The role emphasizes relationship focus, risk awareness, and long-term client partnerships.

Qualifications

• Experience in growing and managing a private banking portfolio.
• Strong network with professionals, brokers and advisers is highly desirable.
• Proven ability to identify cross-selling opportunities across wealth products.
• Knowledge of lending processes and credit analysis.

Responsibilities

• Develop and grow a portfolio of private banking customers through excellent service and networking.
• Build and develop understanding of the local business market and referral networks.
• Identify cross-selling opportunities across the bank’s offerings to tailor client solutions.
• Communicate Handelsbanken's value and differentiators to clients and prospects.
• Evaluate financial information, lending proposals, and structure transactions within the Credit Policy.
• Collaborate with stakeholders to ensure comprehensive client service across products.

Skills

Business development

Portfolio management

Relationship building

Cross-selling

Lending / credit analysis

Stakeholder management

Attention to detail

Job description

Handelsbanken in Oxford is seeking a Private Banking Manager to lead and grow a local portfolio, delivering tailored wealth and lending solutions while upholding the bank's service standards.

You will develop networks with professionals, brokers and advisors, manage credit proposals, and coordinate with Corporate Banking. The role emphasizes relationship focus, risk awareness, and long-term client partnerships.