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- Tasks: Manage and develop a portfolio of private banking customers while building strong relationships.
- Company: Join Handelsbanken, a relationship bank with a focus on local presence and customer needs.
- Benefits: Enjoy competitive salary, extensive benefits, and a market-leading pension contribution.
- Why this job: Make a real impact by providing exceptional service and developing your career in banking.
- Qualifications: Proven experience in relationship management and understanding of banking products.
- Other info: Inclusive workplace that values diversity and supports your personal development.
The predicted salary is between 36000 - 60000 £ per year.
We now have an exciting opportunity at the Swansea branch for a highly motivated Private Banking Manager. 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 (including CDD/AML requirements), preparing annual reviews and making payments.
Ideal Candidate
Applicants with a proven track‑record in relationship and portfolio management are welcomed. The successful candidate will have understanding of the Bank's Credit Policy and processes and will take the initiative to drive their own performance. They will have demonstrable knowledge of the Bank's suite of private banking products and a good understanding of competitor products, relevant industry and market driven trends. The applicant will take ownership of their portfolio and have strong business development capabilities. The successful applicant will have the ability to build strong professional relationships at all levels and represent Handelsbanken effectively. There will be significant contact with customers and external professionals and effective interpersonal and communication skills (both written and verbal) are therefore essential. The applicant must be a strong team player, flexible, proactive and conscientious and bring a positive attitude. The successful candidate will work with integrity and discretion and be able to work effectively under pressure. The successful candidate will have full appreciation of the need to provide and be able to deliver an exceptional level of service to existing and potential customers. They will have strong attention to detail and an organised approach to work, and will be able to demonstrate their ability to work with high levels of accuracy. Previous experience in dealing with lending documentation/security and AML/KYC procedures for personal customers/transactions would be advantageous.
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 - Swansea employer: Handelsbanken plc
Contact Detail:
Handelsbanken plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Swansea
✨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 our success. Tailor your answers to reflect our commitment to exceptional service!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the responsibilities of managing a customer portfolio. Highlight your business development skills and how you've successfully built relationships in the past.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you on our radar as we make our decisions.
We think you need these skills to ace Private Banking Manager - Swansea
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 relationship management and business development, as these are key aspects of the job.
Showcase Your Skills: Don’t forget to emphasise your understanding of credit policies and lending processes. We want to see how you can interpret financial information and assess risk, so give us examples from your past experiences.
Be Personable: Since this role is all about building relationships, let your personality shine through in your application. Use a friendly tone and share your passion for providing excellent customer service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
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 your own experience with portfolio management. Be ready to discuss specific examples of how you've maintained and developed customer relationships in the past. This will show that you can hit the ground running.
✨Research the Bank's Products
Familiarise yourself with Handelsbanken's suite of private banking products as well as competitor offerings. Being able to discuss these intelligently during the interview will demonstrate your commitment and understanding of the market, which is crucial for a Private Banking Manager.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical situations related to customer relationships or credit applications. Practise articulating your thought process clearly, as this will showcase your problem-solving skills and ability to work under pressure.
✨Showcase Your Interpersonal Skills
Since building strong professional relationships is key in this role, be prepared to share examples of how you've successfully interacted with clients and colleagues. Highlight your communication skills and any experiences where you've gone above and beyond to ensure customer satisfaction.
