At a Glance
- Tasks: Manage and develop a portfolio of private banking customers while winning new clients.
- Company: Join Handelsbanken, a relationship-focused bank with a strong local presence.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous pension contribution.
- Why this job: Make a real impact by building lasting customer relationships in a supportive environment.
- Qualifications: Excellent customer service skills and a good understanding of banking processes.
- Other info: Embrace a culture of equality and diversity, with opportunities for personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Job overview
Private Banking Manager – Nottingham Ropewalk role at Handelsbanken
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, and for winning and onboarding 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 and formulate risk ratings correctly and structure transactions.
- Using the appropriate Bank systems to complete Credit applications and annual reviews.
- Develop and maintain a sound understanding of the local market, and maintain relationships with professional firms and introducers.
- Demonstrable understanding of Handelsbanken products 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 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 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, 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-term 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.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Banking
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Private Banking Manager - Nottingham Ropewalk employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Nottingham Ropewalk
✨Tip Number 1
Network like a pro! Get out there and connect with people in the banking industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. You never know who might help you land that Private Banking Manager role!
✨Tip Number 2
Research is key! Familiarise yourself with Handelsbanken’s values and services. When you know what makes us tick, you can tailor your conversations and show how you can contribute to our customer-centric approach. This will definitely set you apart from the crowd.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the responsibilities of managing a customer portfolio. Highlight your experience in building relationships and providing excellent service. A confident delivery can make all the difference in interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team. Keep an eye on our careers page for updates and new opportunities!
We think you need these skills to ace Private Banking Manager - Nottingham Ropewalk
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 customer relationship management and business development, as these are key aspects of the job.
Showcase Your Skills: Don’t forget to emphasise your excellent customer service skills and attention to detail. Use specific examples from your past experiences to demonstrate how you’ve successfully built relationships and managed portfolios.
Understand the Company Culture: Familiarise yourself with Handelsbanken’s values and culture. Mention how your personal values align with theirs in your application, showing that you’re not just a fit for the role, but for the company as well.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team!
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 clients, as well as your approach to onboarding new customers.
✨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 difficult situation. This will help you illustrate your ability to ensure customer satisfaction.
✨Familiarise Yourself with Credit Policies
Brush up on the bank's credit policies and be prepared to discuss how you would apply them in real scenarios. Understanding lending decisions and risk assessments will show that you can navigate the financial landscape effectively.
✨Research the Local Market
Get to know the local market and competitors before your interview. Being able to discuss market trends and how they impact customer needs will demonstrate your proactive approach and understanding of the banking environment.