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- Tasks: Manage and develop a portfolio of private banking customers while ensuring excellent service.
- Company: Handelsbanken is a relationship bank focused on local decision-making and customer needs.
- Benefits: Enjoy competitive salary, private medical insurance, and a 15% pension contribution.
- Why this job: Join a supportive culture that values diversity and empowers your career growth.
- Qualifications: Strong customer service skills and attention to detail are essential; no prior experience required.
- Other info: We encourage applicants from all backgrounds to apply, fostering an inclusive workplace.
The predicted salary is between 36000 - 60000 £ per year.
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Job Introduction
W e now have an exciting opportunity for a highly motivated Private Banking Manager to join the Bristol Aztec West branch.
Job Introduction
W e now have an exciting opportunity for a highly motivated Private Banking Manager to join the Bristol Aztec West 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 (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 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 .
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Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Banking
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Private Banking Manager - Bristol Aztec West employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Bristol Aztec West
✨Tip Number 1
Familiarise yourself with Handelsbanken's unique approach to banking. Understanding their decentralised model and customer-centric philosophy will help you articulate how your values align with theirs during the interview.
✨Tip Number 2
Network with current or former employees of Handelsbanken, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial for your interview preparation.
✨Tip Number 3
Stay updated on the latest trends in private banking and financial services. Being knowledgeable about industry developments will not only impress your interviewers but also demonstrate your commitment to the role.
✨Tip Number 4
Prepare specific examples of how you've successfully built and maintained client relationships in the past. This will showcase your interpersonal skills and ability to deliver excellent customer service, which is crucial for the Private Banking Manager role.
We think you need these skills to ace Private Banking Manager - Bristol Aztec West
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Banking Manager. Highlight your experience in customer relationship management and business development in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your customer service skills, understanding of credit processes, and ability to build professional relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your background makes you a perfect fit. Mention specific examples of how you've successfully managed customer portfolios or developed new business.
Proofread Your Application: Ensure your application is free from spelling and grammatical errors. A well-presented 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
✨Know Your Portfolio
Before the interview, make sure you have a solid understanding of how to manage and develop a customer portfolio. Be prepared to discuss your previous experiences in maintaining client relationships and how you can apply that knowledge to the role.
✨Demonstrate Customer Service Skills
Since excellent customer service is key for this position, think of specific examples where you've gone above and beyond for clients. Be ready to explain how you ensure customer satisfaction and build strong relationships.
✨Understand the Bank's Credit Policy
Familiarise yourself with Handelsbanken's credit processes and lending policies. During the interview, be prepared to discuss how you would evaluate lending propositions and make decisions within the bank's guidelines.
✨Research the Local Market
Show that you have a good grasp of the local market dynamics and how they affect private banking. Bring insights about competitors and trends that could impact customer needs, demonstrating your proactive approach to business development.
