At a Glance
- Tasks: Manage and develop a portfolio of private banking customers while ensuring excellent service.
- Company: Join Handelsbanken, a relationship bank focused on local presence and customer needs.
- Benefits: Enjoy competitive salary, private medical insurance, and a 15% pension contribution.
- Why this job: Be part of a supportive culture that values individual growth and long-term career success.
- Qualifications: Strong customer service skills and attention to detail are essential; experience in banking is a plus.
- Other info: We encourage applicants from all backgrounds to apply, fostering an inclusive workplace.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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Job Introduction
We now have an exciting opportunity for a highly motivated Private Banking Manager to join the Nottingham Ropewalk 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.
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 (including CDD/AML requirements), preparing annual reviews and making payments.
Ideal Candidate
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…
- 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. 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.
Check our Handelsbanken website for further information
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 terms 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 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.
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Private Banking Manager - Nottingham Ropewalk employer: Handelsbanken plc
Contact Detail:
Handelsbanken plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Nottingham Ropewalk
✨Tip Number 1
Familiarise yourself with Handelsbanken's values and culture. Understanding their decentralised approach and commitment to customer relationships will help you align your answers during the interview, showcasing how you fit into their ethos.
✨Tip Number 2
Network with current or former employees of Handelsbanken. Engaging with them can provide insights into the company’s work environment and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Brush up on your knowledge of the local market in Nottingham. Being able to discuss local trends and potential opportunities during your interview will demonstrate your proactive approach and understanding of the role.
✨Tip Number 4
Prepare specific examples of how you've successfully built and maintained customer relationships in the past. This will help you illustrate your customer service skills and ability to manage a portfolio effectively during the interview.
We think you need these skills to ace Private Banking Manager - Nottingham Ropewalk
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Private Banking Manager position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Tailor Your CV: Customise your CV to highlight relevant experience in private banking, customer relationship management, and business development. Use specific examples that demonstrate your ability to meet the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, and express your enthusiasm for contributing to Handelsbanken's success.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the role of a Private Banking Manager.
How to prepare for a job interview at Handelsbanken plc
✨Know Your Portfolio
Before the interview, make sure you understand the types of private banking services offered and be prepared to discuss how you would manage and develop a customer portfolio. Highlight your experience in building relationships and ensuring customer satisfaction.
✨Demonstrate Financial Acumen
Be ready to showcase your understanding of financial information and credit processes. Prepare examples of how you've evaluated lending propositions and structured transactions in the past, as this will demonstrate your ability to work within the Bank's Credit Policy.
✨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 are proactive and knowledgeable, which is crucial for winning new customers.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are essential for this role, practice articulating your thoughts clearly. Be prepared to discuss how you've built strong professional relationships in previous roles, as this will highlight your interpersonal skills.