Private Banking Manager - London City
Private Banking Manager - London City

Private Banking Manager - London City

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and grow a portfolio of private banking customers while winning new clients.
  • Company: Handelsbanken is a relationship-focused bank with a strong local presence and commitment to customer care.
  • Benefits: Enjoy competitive salary, private medical insurance, and a market-leading pension contribution of 15%.
  • Why this job: Join a supportive team that values diversity and offers excellent learning opportunities in finance.
  • Qualifications: Strong customer service skills, attention to detail, and good understanding of credit processes required.
  • Other info: This is an entry-level, full-time position in the dynamic banking industry.

The predicted salary is between 36000 - 60000 £ per year.

Join to apply for the Private Banking Manager - London City role at Handelsbanken.

London Liverpool Street and Moorgate branches are to merge to form London City Branch, creating an exciting opportunity to join the team as a Private Banking Manager. You will be responsible for maintaining and developing a customer portfolio, as well as winning and onboarding new customers through proactive business development activities. You will have full responsibility for all aspects of customer relationships within the portfolio (excluding Regulated Mortgage activity), including credit applications, customer analysis, reviews, documentation, covenant compliance, and profitability.

Main Responsibilities

  • Maintain and develop a portfolio of private banking customers, building relationships and ensuring customer satisfaction through excellent service.
  • Identify, meet, and win prospective new customers/introducers by showcasing our services and facilities.
  • Work within the Bank's Credit Policy, ensuring lending decisions are within the discretion granted by the Branch Manager.
  • Interpret financial information, evaluate lending propositions, assess risk ratings, and structure transactions.
  • Use Bank systems to complete credit applications and reviews.
  • Develop an understanding of the local market and maintain relationships with professional firms and introducers.
  • Understand Handelsbanken's products and stay informed about competitor offerings, industry trends, and market developments.
  • Handle general administration, legal documentation, customer files (including CDD/AML), reviews, and payments.

Ideal Candidate

  • Excellent customer service skills.
  • Good understanding of credit processes and personal banking products.
  • Attention to detail, structured work approach, and strong administrative skills.
  • Excellent communication skills, both verbal and written.
  • Ability to build professional relationships at all levels and represent Handelsbanken effectively.
  • Interpersonal skills and the ability to work impactfully with diverse individuals.

Company Information

Handelsbanken is a relationship bank with a decentralized approach, a strong local presence, and a long-term focus on customer relations. Each branch operates as a local business, making decisions tailored to individual customer needs rather than sales targets. We are committed to diversity and inclusion, welcoming applicants regardless of background, age, disability, race, religion, gender, or sexual orientation.

Benefits and Support

  • Comprehensive learning and development opportunities.
  • Competitive salary and benefits, including private medical insurance, income protection, and life assurance.
  • Market-leading pension contribution of 15%, with options for ESG and Shariah funds.

Application Process

Submit your application to start your journey with us. Our recruiters will review your details and contact you for a phone interview if suitable. We support your interview preparation and requirements; contact us at uk_talent@careers.handelsbanken.co.uk.

Additional Information

  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industry: Banking

Private Banking Manager - London City employer: Handelsbanken

Handelsbanken is an exceptional employer, offering a unique blend of local decision-making and a strong commitment to customer relationships. With a focus on employee development, competitive benefits including a market-leading pension contribution, and a culture that values diversity and inclusion, working as a Private Banking Manager in the vibrant London City area provides an opportunity for meaningful engagement and professional growth in the banking sector.
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Contact Detail:

Handelsbanken Recruiting Team

uk_talent@careers.handelsbanken.co.uk

StudySmarter Expert Advice 🤫

We think this is how you could land Private Banking Manager - London City

✨Tip Number 1

Familiarise yourself with Handelsbanken's unique approach to banking. Understanding their decentralised model and commitment to customer relationships will help you align your interview responses with their values.

✨Tip Number 2

Network with professionals in the private banking sector, especially those who have experience with Handelsbanken. This can provide you with insights into the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Stay updated on current trends in the banking industry, particularly regarding private banking products and services. Being knowledgeable about competitors and market developments will demonstrate your commitment and expertise during interviews.

✨Tip Number 4

Prepare to discuss specific examples of how you've successfully built and maintained customer relationships in the past. Highlighting your interpersonal skills and customer service experience will be crucial for this role.

We think you need these skills to ace Private Banking Manager - London City

Customer Relationship Management
Business Development
Credit Analysis
Risk Assessment
Financial Interpretation
Attention to Detail
Excellent Communication Skills
Interpersonal Skills
Knowledge of Personal Banking Products
Understanding of Credit Processes
Administrative Skills
Market Awareness
Proactive Problem Solving
Ability to Build Professional Relationships

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in private banking and customer relationship management. Use specific examples that demonstrate your ability to maintain and develop customer portfolios.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Handelsbanken's values and how your skills align with the role. Mention your proactive approach to business development and your commitment to excellent customer service.

Highlight Relevant Skills: Emphasise your knowledge of credit processes, personal banking products, and your strong communication skills. Provide examples of how you've successfully built professional relationships in previous roles.

Prepare for the Interview: Research Handelsbanken's services and the local market. Be ready to discuss how you would approach winning new customers and maintaining existing relationships. Prepare questions that show your interest in the company and the role.

How to prepare for a job interview at Handelsbanken

✨Know Your Customer Portfolio

Before the interview, familiarise yourself with the types of customers you might be managing. Understand their needs and how Handelsbanken's services can meet those needs. This will show your proactive approach and readiness to take on the role.

✨Demonstrate Your Relationship-Building Skills

Prepare examples of how you've successfully built and maintained professional relationships in the past. Highlight your customer service skills and how they align with Handelsbanken's focus on long-term customer relations.

✨Understand Credit Processes

Brush up on your knowledge of credit applications and lending decisions. Be ready to discuss how you would evaluate lending propositions and assess risk ratings, as this is a key responsibility of the role.

✨Stay Informed About Market Trends

Research current trends in private banking and understand what competitors are offering. Being knowledgeable about the market will demonstrate your commitment to the role and your ability to contribute to the team's success.

Private Banking Manager - London City
Handelsbanken
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