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, extensive benefits, and a market-leading 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.
- Other info: Inclusive workplace that values diversity and supports your career development.
The predicted salary is between 28800 - 43200 £ per year.
We now have an exciting opportunity for a highly motivated Private Banking Manager Development to join the Wolverhampton branch. You will be responsible for the maintenance and development of a customer portfolio, the winning and onboarding 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 customers’ files (including CDD/AML requirements), preparing annual reviews and making payments.
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 Development - Wolverhampton employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager Development - Wolverhampton
✨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 local banking events. Building connections can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for the interview by practising common questions related to customer service and relationship management. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Private Banking Manager Development - Wolverhampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Banking Manager Development role. Highlight relevant experience and skills that match the job description, especially in customer relationship management and business development.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private banking and how your background makes you a great fit for our team. Be genuine and let your personality come through.
Showcase Your Customer Service Skills: Since excellent customer service is key for this role, provide examples of how you've gone above and beyond for customers in the past. This will help us see how you can contribute to our commitment to customer satisfaction.
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 to do!
How to prepare for a job interview at Handelsbanken
✨Know Your Portfolio Inside Out
Before the interview, make sure you understand the key aspects of managing a customer portfolio. Be ready to discuss how you would maintain and develop relationships with private banking customers, as well as your approach to onboarding new clients.
✨Demonstrate Your Customer Service Skills
Prepare examples that showcase your excellent customer service skills. Think about times when you've gone above and beyond for a client or resolved a challenging situation. This will help you illustrate your ability to ensure customer satisfaction.
✨Understand the Bank's Credit Policy
Familiarise yourself with Handelsbanken's credit processes and lending discretion. Be prepared to discuss how you would evaluate lending propositions and assess risk ratings, as this is crucial for the role.
✨Research the Local Market
Show that you have a good understanding of the local market and the competitive landscape. Be ready to talk about trends in private banking and how you would leverage relationships with professional firms and introducers to benefit the bank.