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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: Excellent customer service skills and a good understanding of banking processes are essential.
- Other info: Open to applicants on a development basis; don't hesitate to apply even if unsure!
The predicted salary is between 36000 - 60000 £ per year.
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Job Introduction
A role has arisen within our Morpeth branch, for a Private Banking Manager.
Job Introduction
A role has arisen within our Morpeth 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.
For this role we are also open to considering applications on a development basis.
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
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
- 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.
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 .
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.
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 - Morpeth employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Morpeth
✨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 you can contribute to their goals during the interview.
✨Tip Number 2
Network with professionals in the banking sector, especially those who have experience in private banking. This can provide you with valuable insights into the role and may even lead to referrals that could boost your application.
✨Tip Number 3
Stay updated on current trends in the banking industry, particularly in private banking. Being knowledgeable about market changes and competitor offerings will demonstrate your commitment and expertise during discussions.
✨Tip Number 4
Prepare to discuss specific examples of how you've built and maintained client relationships in the past. Highlighting your customer service skills and ability to develop a portfolio will be crucial in showcasing your fit for the role.
We think you need these skills to ace Private Banking Manager - Morpeth
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 maintaining customer portfolios 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 passion for the role and the bank's values. Mention specific examples of how you've successfully managed customer relationships and contributed to business growth in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Handelsbanken
✨Know Your Products
Familiarise yourself with the range of products offered by Handelsbanken, as well as those of competitors. Be prepared to discuss how these products can meet customer needs and how you can effectively communicate their features and benefits.
✨Demonstrate Customer Service Skills
Prepare examples that showcase your excellent customer service skills. Think about situations where you've gone above and beyond for a client, as this role heavily focuses on maintaining and developing customer relationships.
✨Understand the Local Market
Research the Morpeth area and its economic landscape. Being able to discuss local market trends and how they impact private banking will demonstrate your commitment and understanding of the role.
✨Showcase Your Analytical Skills
Be ready to discuss your ability to interpret financial information and assess lending propositions. Prepare to explain how you would evaluate risk ratings and structure transactions in line with the Bank's Credit Policy.
