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For Companies At a Glance
- Tasks: Manage and develop a portfolio of private banking customers while ensuring excellent service.
- Company: Join Handelsbanken, a relationship-focused bank with a strong local presence.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous pension contribution.
- Why this job: Make a real impact by building relationships and helping customers achieve their financial goals.
- Qualifications: Strong customer service skills and a good understanding of banking processes required.
- Other info: Inclusive workplace that values diversity and offers extensive learning and development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We now have an exciting opportunity for a Private Banking Manager to join the Cambridge branch. You will be responsible for the maintenance and development of a customer portfolio. You will be responsible for the winning and on-boarding of new customers via proactive and focused business development activities. You will have full responsibility for all aspects of customer relationships within the portfolio (excluding Regulated Mortgage activity) including preparation of credit applications, customer analysis, annual reviews, documentation completion, covenant compliance and profitability.
Main Responsibilities
- Responsible for the maintenance and development of a portfolio of private banking customers.
- Building relationships with customers and ensuring customer satisfaction through the provision of excellent customer service.
- Identifying, meeting and winning prospective new customers/introducers by outlining how we work and what we can offer in terms of service and facilities.
- Demonstrating a sound understanding of, and an ability to work within the Bank's Credit Policy, ensuring lending decisions are within the lending discretion awarded by the Branch Manager.
- The ability to interpret financial information provided by customers, evaluate lending propositions, assess & formulate risk ratings correctly and structure transactions.
- Using the appropriate Bank systems to complete Credit applications and annual reviews.
- To develop and maintain a sound understanding of the local market, and to maintain relationships with professional firms and introducers.
- A demonstrable understanding of the products offered by Handelsbanken and a good understanding of competitor products, relevant industry and market driven trends.
- General administration, preparation of legal documentation for accounts, personal loans and mortgages, maintaining customer's files.
Ideal Candidate
- Excellent customer service skills.
- Good understanding of the Bank's credit processes and personal customer product offering.
- Attention to detail and a methodical approach.
- Structured work practice and a strong sense of administrative order.
- Excellent verbal and written communication skills.
- Ability to build strong professional relationships at all levels and represent Handelsbanken effectively.
- Interpersonal skills and the ability to work well with impact with people at all levels.
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.
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.
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 uk_talent@careers.handelsbanken.co.uk.
Private Banking Manager - Cambridge employer: Handelsbanken plc
Contact Detail:
Handelsbanken plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Cambridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the banking industry, especially those who work at Handelsbanken. Attend local events or join online forums to make valuable contacts that could help you land that Private Banking Manager role.
✨Tip Number 2
Prepare for your interview by researching Handelsbanken's values and services. Show us that you understand our approach to customer relationships and how you can contribute to maintaining and developing our portfolio of private banking customers.
✨Tip Number 3
Practice your communication skills! As a Private Banking Manager, you'll need to build strong relationships with clients. Role-play common interview scenarios with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don't hesitate to apply through our website! Even if you think you might not meet every single requirement, we want to hear from you. Remember, we value diverse backgrounds and experiences, so go for it!
We think you need these skills to ace Private Banking Manager - Cambridge
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Banking Manager role. Highlight your experience in customer relationship management and business development, as these are key aspects of the job.
Showcase Your Skills: Don’t forget to emphasise your excellent customer service skills and attention to detail. Use specific examples from your past roles to demonstrate how you've successfully built relationships and managed portfolios.
Research the Company: Take some time to understand Handelsbanken's values and approach to banking. Mentioning how your personal values align with theirs can really make your application stand out.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and get the ball rolling on your journey with us!
How to prepare for a job interview at Handelsbanken plc
✨Know Your Portfolio Inside Out
Before the interview, make sure you have a solid understanding of how to maintain and develop a customer portfolio. Be ready to discuss your previous experiences in managing client relationships and how you’ve successfully onboarded new customers.
✨Demonstrate Your Customer Service Skills
Prepare examples that showcase your excellent customer service skills. Think about times when you went above and beyond for a client or resolved a challenging situation. This will highlight your ability to build strong professional relationships.
✨Understand the Bank's Credit Policy
Brush up on the Bank's credit processes and be prepared to discuss how you would interpret financial information and evaluate lending propositions. Showing that you can work within the Bank's guidelines will demonstrate your suitability for the role.
✨Research the Local Market
Familiarise yourself with the local market trends and competitors. Being able to discuss how these factors influence customer needs will show that you’re proactive and knowledgeable, which is key for a Private Banking Manager.
