At a Glance
- Tasks: Manage and develop a portfolio of private banking customers while providing excellent service.
- Company: Join Handelsbanken, a relationship bank with a strong local presence and inclusive culture.
- 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: Embrace a supportive environment that values diversity and empowers your career growth.
The predicted salary is between 36000 - 60000 £ per year.
A role has arisen within our Hull Marina Court branch for a Private Banking Manager. The post holder 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 as well as maintaining an existing customer base.
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.
- Being able to demonstrate an ability to identify and offer customers on a needs basis, the appropriate non MCOB regulated Handelsbanken product/s, whilst also being able to communicate succinctly all the relevant features, benefits and risks.
- General administration, preparation of legal documentation for accounts, personal loans and mortgages, maintaining customer's files (including CDD/AML requirements), preparing annual reviews and making payments.
Ideal Candidate
- Excellent customer service skills.
- A good understanding of the Bank's credit processes and personal customer product offering.
- Attention to detail and a methodical approach.
- Good knowledge of Microsoft Office tools, especially Excel, Word and PowerPoint.
- Structured work practice and a strong sense of administrative order.
- Ability to build strong professional relationships at all levels and represent Handelsbanken effectively.
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.
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 term 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.
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.
This advert will be live for a minimum of two weeks. However, please note that after the two weeks, the closing date could change at any time depending on the number of responses received.
Private Banking Manager - Hull Marina Court in England employer: Handelsbanken plc
Contact Detail:
Handelsbanken plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Hull Marina Court in England
✨Tip Number 1
Get to know the company inside out! Research Handelsbanken's values, culture, and services. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to customer service and banking. Role-play with a friend or use our StudySmarter resources to boost your confidence before the big day.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Private Banking Manager - Hull Marina Court in England
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 service and business development, as these are key aspects of the job. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t forget to mention your understanding of credit processes and financial information interpretation. Use specific examples from your past roles to demonstrate your skills. This will help us see how you fit into our culture and values.
Be Authentic: We love genuine candidates! Don’t be afraid to show your personality in your application. Share your passion for building relationships and providing excellent customer service. Remember, we’re looking for someone who aligns with our ethos.
Apply Through Our Website: For the best chance of success, make sure to submit your application through our official website. This way, we can easily track your application and get back to you quickly. We can’t wait to hear from you!
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
Since excellent customer service is key for this role, prepare examples that showcase your ability to build strong professional relationships. Think about times when you went above and beyond for a customer and be ready to share those stories.
✨Understand the Bank's Credit Policy
Familiarise yourself with the Bank's credit processes and lending discretion. Be prepared to discuss how you would evaluate lending propositions and assess risk ratings, as this will show your capability to work within their framework.
✨Research the Local Market
Get to know the local market trends and competitor products before your interview. This knowledge will not only impress your interviewers but also demonstrate your proactive approach to understanding the business landscape.