Private Banking Manager - Newcastle upon Tyne

Handelsbanken; Newcastle upon Tyne; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits package

Long-term career development

Job summary

Handelsbanken in Newcastle is seeking a Private Banking Manager to grow and manage a portfolio of private banking clients in the local market. You will build trusted relationships with professionals, business owners and high net worth individuals, delivering tailored wealth and lending solutions.

You will cross-sell across wealth management, savings, mortgages and related services while upholding Handelsbanken's risk governance and local market focus.

Qualifications

• Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship-focused banking model, brokerage, IFA or similar financial background.
• Ability to identify cross-selling opportunities across banking products.
• Familiarity with local market dynamics and referral networks would be highly desirable.
• Strong stakeholder management and collaborative working style.
• Demonstrated integrity and discretion in decision making.

Responsibilities

• Develop and grow a portfolio of private banking customers with high service standards.
• Build relationships with professional firms, brokers and introducers to support growth.
• Identify cross-selling opportunities to tailor solutions for clients.
• Communicate Handelsbanken's value and differentiation clearly to customers.
• Evaluate lending proposals and apply risk-balanced decisions per policy.
• Collaborate with internal teams to ensure comprehensive service offering.

Skills

Business development

Relationship management

Portfolio management

Cross-selling

Stakeholder management

Credit analysis

Integrity and discretion

Education

Finance degree / professional qualification

Job description

Handelsbanken offers a genuinely different approach to banking. We are a local relationship bank providing bespoke, customer-led banking and wealth management services for personal and corporate customers. Our branch teams build trusted, long-term relationships with customers in their local communities. With our decentralised ways of working, decisions are made in the branch, close to the customers. Teams decide who they work with and how best to support them, without short-term sales targets or bonus-driven incentives. Instead, we focus on doing what is right for the customer, even when that means prioritising long-term value over short-term profit. This approach has underpinned our success for decades. Today, Handelsbanken holds the strongest credit rating among its peer banks, is independently recognised as Europe’s safest commercial bank, and is consistently ranked highly for customer satisfaction and relationship banking. Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions and build long-term careers. We look for people who share our long- term vision, want to grow and want to make a meaningful impact in their local community and with the Bank. We also recognise that flexibility can support people to perform at their best, and that it looks different for everyone. While arrangements will depend on the requirements of the role and the needs of the business, we are open to having a conversation around what flexibility could look like for you. Check our Handelsbanken website for further information.

The opportunity

We are looking for a Private Banking Manager to join our Branch in Newcastle.

Key Responsibilities

• Develop and grow a portfolio of new and existing private banking customers, through providing high levels of customer service, active external networking and business development.
• Build and develop a sound understanding of the local business market and referral networks and maintain strong relationships with professional firms, brokers and business introducers to support sustainable growth.
• Identify cross-selling opportunities across the bank’s product offerings (including but not limited to wealth management, savings and mortgages etc) to deliver tailored solutions for customers.
• Communicate a clear message to Market and Customers as to what the Bank stands for and how we differentiate ourselves.
• Evaluate and interpret financial information, lending proposals, structure transactions and apply commercial and risk-balanced decisions in line with the Bank's Credit Policy and lending discretion.
• Partner closely with functional stakeholders to ensure customers are receiving the full offering of Handelsbanken services.
• Operate in line with the Bank's Risk Management framework (including sub-frameworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.

What We’re Looking For

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…

• Able to demonstrate a strong desire and success in business development, including originating new customer business.
• Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship-focused banking model, brokerage, independent financial advisory (IFA) or similar financial background.
• Familiarity with local market dynamics, professionals, existing broker networks and referral based business development would be highly desirable.
• Ability to influence, build and maintain meaningful and long-lasting professional relationships, acting as an ambassador for Handelsbanken at all times.
• Track record of identifying cross selling opportunities.
• Experience and knowledge of lending processes and relevant credit analysis.
• Collaborative working style with a focus on strong stakeholder management skills and shared success.
• Demonstrated attention to detail with a structured, methodical approach, operates with high levels of integrity and discretion, and shows resilience in a changing environment.

Why join Handelsbanken

We want everyone at Handelsbanken to feel supported, motivated, and able to do great work. That’s why, alongside brilliant colleagues, meaningful work and training and development opportunities, we provide a variety of benefits designed with your wellbeing in mind.

In addition, there is a flexible benefits package with the key highlights detailed below.

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.