Private Banking Relationship Manager

Handelsbanken; Matlock Bath CP; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

Training and development

Job summary

Handelsbanken Bath is seeking a Private Banking Manager to develop and manage a dedicated client portfolio, driving profitable growth through lending, wealth and deposit activity. You will attract new clients via referrals, engage with brokers and professional advisors, and coordinate with Corporate Banking Managers.

The role focuses on mortgages, wealth growth, and full client relationship management, including preparing credit applications and explaining services to clients.

Qualifications

• Experience managing a professional/client portfolio.
• Strong understanding of lending and credit processes.
• Proven ability to develop new business through referrals.

Responsibilities

• Develop and grow a portfolio of private banking clients.
• Build relationships with professionals, brokers and introducers.
• Identify cross-selling opportunities across product areas.
• Represent Handelsbanken to clients and partners.
• Evaluate financial information and propose credit solutions.
• Collaborate with stakeholders to deliver full bank services.

Skills

Business development

Portfolio management

Stakeholder management

Lending processes

Cross-selling

Education

Degree in finance or business

Tools

CRM systems

Credit analysis tools

Job description

Handelsbanken Bath is seeking a Private Banking Manager to develop and manage a dedicated client portfolio, driving profitable growth through lending, wealth and deposit activity. You will attract new clients via referrals, engage with brokers and professional advisors, and coordinate with Corporate Banking Managers.

The role focuses on mortgages, wealth growth, and full client relationship management, including preparing credit applications and explaining services to clients.