Private Banking Manager — Growth, Wealth & Relationships

Handelsbanken; Morpeth; Remote; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits package

Career development opportunities

Wellbeing initiatives

Job summary

Handelsbanken Morpeth is seeking a Private Banking Manager to grow and develop a local portfolio, focusing on lending, wealth growth and deposits while delivering top-tier client service. You will actively network with brokers and professionals to source new business and deepen client relationships.

The role emphasizes cross-selling across wealth, savings and mortgages, with credit proposals prepared under policy and risk controls, in a collaborative, relationship-led environment.

Qualifications

• Demonstrated strong desire and success in business development.
• Proven experience managing a customer portfolio including professionals and business owners.
• Familiarity with local market dynamics and broker networks.
• Ability to influence and maintain meaningful professional relationships.
• Track record of identifying cross-selling opportunities.
• Experience with lending processes and credit analysis.
• Collaborative stakeholder management with high attention to detail.

Responsibilities

• Develop and grow a portfolio of private banking customers through service and referrals.
• Build knowledge of the local business market and professional networks.
• Identify cross-selling opportunities across wealth, deposits and mortgages.
• Communicate Handelsbanken's value proposition to clients and partners.
• Evaluate lending proposals and structure transactions per policy and risk framework.
• Partner with stakeholders to deliver full Handelsbanken services.
• Operate within the risk management framework and escalate concerns as needed.

Skills

Business development

Portfolio management

Relationship building

Cross-selling

Lending / credit analysis

Stakeholder collaboration

Market knowledge

Job description

Handelsbanken Morpeth is seeking a Private Banking Manager to grow and develop a local portfolio, focusing on lending, wealth growth and deposits while delivering top-tier client service. You will actively network with brokers and professionals to source new business and deepen client relationships.

The role emphasizes cross-selling across wealth, savings and mortgages, with credit proposals prepared under policy and risk controls, in a collaborative, relationship-led environment.