Private Banking Manager - Newbury Branch

Handelsbanken; Newbury; On-site; GBP 45,000 - 65,000; Full time

Job summary

Join Handelsbanken as a Private Banking Manager at the Newbury branch, where you will manage personal customer portfolios and focus on business development. This role emphasizes strong relationship management and customer service skills, with a commitment to delivering exceptional service. Ideal candidates will have a solid understanding of banking products and a proactive approach to driving performance.

Benefits

Private medical insurance

Income protection

Life assurance

Market-leading pension contribution of 15%

Learning and development opportunities

Qualifications

• Proven track record in relationship and portfolio management.
• Understanding of the Bank’s Credit Policy and processes.
• Demonstrable knowledge of private banking products.

Responsibilities

• Manage a portfolio of personal customers across various banking products.
• Develop the portfolio through customer interaction and new client acquisition.
• Identify opportunities for regulated mortgage activities and refer accordingly.

Skills

Relationship Management

Business Development

Customer Service

Interpersonal Skills

Attention to Detail

Job description

Private Banking Manager - Newbury Branch

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Private Banking Manager - Newbury Branch

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Job Introduction

This is an exciting opportunity to join an established team at Newbury branch as a Private Banking Manager, in a non-certified capacity.

Job Introduction

This is an exciting opportunity to join an established team at Newbury branch as a Private Banking Manager, in a non-certified capacity.

The successful candidate will have responsibility for managing a portfolio of personal customers across the full suite of products and services, including lending, credit balances and wealth management. Whilst the role does not include any regulated mortgage activity (i.e. RMC discussions, advice or recommendations), it is expected that the successful candidate will identify such opportunities and refer these to a regulated colleague. You will be required to develop the portfolio further, through interaction with existing customers, as well as winning and on-boarding new customers, with a strong focus on customer service, profitability and business development.

Main Responsibilities

• Applicants with a proven track-record in relationship and portfolio management are welcomed. The successful candidate will have understanding of the Bank’s Credit Policy and processes and will take the initiative to drive their own performance. They will have demonstrable knowledge of the Bank’s suite of private banking products and a good understanding of competitor products, relevant industry and market driven trends. The applicant will take ownership of their portfolio and have strong business development capabilities.
• The successful applicant will have the ability to build strong professional relationships at all levels and represent Handelsbanken effectively. There will be significant contact with customers and external professionals and effective interpersonal and communication skills (both written and verbal) are therefore essential.
• The applicant must be a strong team player, flexible, proactive and conscientious and bring a positive attitude. The successful candidate will work with integrity and discretion and be able to work effectively under pressure.
• The successful candidate will have full appreciation of the need to provide and be able to deliver an exceptional level of service to existing and potential customers. They will have strong attention to detail and an organised approach to work, and will be able to demonstrate their ability to work with high levels of accuracy.
• Previous experience in dealing with lending documentation/security and AML/KYC procedures for personal customers/transactions would be advantageous.
  
  

Ideal Candidate

Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…

• Applicants with a proven track-record in relationship and portfolio management are welcomed. The successful candidate will have understanding of the Bank’s Credit Policy and processes and will take the initiative to drive their own performance. They will have demonstrable knowledge of the Bank’s suite of private banking products and a good understanding of competitor products, relevant industry and market driven trends. The applicant will take ownership of their portfolio and have strong business development capabilities.
• The successful applicant will have the ability to build strong professional relationships at all levels and represent Handelsbanken effectively. There will be significant contact with customers and external professionals and effective interpersonal and communication skills (both written and verbal) are therefore essential.
• The applicant must be a strong team player, flexible, proactive and conscientious and bring a positive attitude. The successful candidate will work with integrity and discretion and be able to work effectively under pressure.
• The successful candidate will have full appreciation of the need to provide and be able to deliver an exceptional level of service to existing and potential customers. They will have strong attention to detail and an organised approach to work, and will be able to demonstrate their ability to work with high levels of accuracy.
• Previous experience in dealing with lending documentation/security and AML/KYC procedures for personal customers/transactions would be advantageous.
  
  

Company Information

Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The focus is always on the need of the individual customer and not on the sale of specific products.

The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.

Check our Handelsbanken website for further information

At Handelsbanken, we deeply value our unique culture and values including trust in and respect for each individual. We take pride in nurturing a work environment where people flourish, and where they are empowered to take decisions in their areas of expertise. We take a long term perspective in everything we do and want each employee who joins us to build a long terms successful career with the Bank.

What is in it for you?

• We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development.
• Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assurance
• A market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds)
  
  

Application next steps

Your journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview.

The interview process will include a face to face competency based interview to take place in the branch.

How can we support you to be your best self? Our Talent Acquisition team will be happy to provide support e.g. if you need additional time to prepare for an interview or you have any requirements for any part of the interview/hiring process – just let us know by email [e-mail] .

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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