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- Tasks: Manage a portfolio of personal customers, focusing on excellent service and business development.
- Company: Handelsbanken is a relationship bank with a strong local presence and a commitment to customer relations.
- Benefits: Enjoy competitive salary, private medical insurance, and a 15% pension contribution.
- Why this job: Join a supportive team culture that values individual growth and long-term career success.
- Qualifications: Experience in relationship management and understanding of banking products is essential.
- Other info: We encourage applicants from all backgrounds to apply and offer support throughout the hiring process.
The predicted salary is between 43200 - 72000 ÂŁ per year.
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Job Introduction
This is an exciting opportunity to join an established team at Windsor & Ascot branch as a Private Banking Manager, in a non-certified capacity.
Job Introduction
This is an exciting opportunity to join an established team at Windsor & Ascot branch as a Private Banking Manager, in a non-certified capacity.
The successful candidate will have responsibility for managing a portfolio of personal customers across the full suite of products and services, including lending, credit balances and wealth management. Whilst the role does not include any regulated mortgage activity (i.e. RMC discussions, advice or recommendations), it is expected that the successful candidate will identify such opportunities and refer these to a regulated colleague. You will be required to develop the portfolio further, through interaction with existing customers, as well as winning and on-boarding new customers, with a strong focus on customer service, profitability and business development.
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
- Interpretation of financial information provided by customers, evaluating lending propositions, assessing and formulating risk ratings correctly and structuring transactions
- Completion of credit applications and credit annual reviews in line with the Bank’s Credit Policy
- Develop and maintain a sound understanding of the local market, and to maintain relationships with professional firms and introducers
- Attendance at suitable networking events and undertaking targeted business development activities
- Identify and offer customers on a needs basis, the appropriate Handelsbanken products and services (excluding the provision of regulated Mortgage advice and recommendations), effectively communicating relevant features, benefits and risks
- General administration, preparation/reviewing of legal documentation for accounts (including KYC/AML reviews), lending facilities and securities
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…
- 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. 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 .
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 - Windsor & Ascot employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Windsor & Ascot
✨Tip Number 1
Familiarise yourself with Handelsbanken's unique approach to private banking. Understanding their decentralised model and customer-centric philosophy will help you articulate how your skills align with their values during networking events or interviews.
✨Tip Number 2
Network strategically within the local financial community in Windsor & Ascot. Attend industry events and engage with local professionals to build relationships that could lead to referrals or insights about potential clients.
✨Tip Number 3
Stay updated on market trends and competitor offerings in private banking. This knowledge will not only enhance your discussions with potential clients but also demonstrate your proactive approach to business development.
✨Tip Number 4
Prepare to showcase your relationship management skills through real-life examples. Be ready to discuss how you've successfully built and maintained client portfolios, as this is crucial for the Private Banking Manager role.
We think you need these skills to ace Private Banking Manager - Windsor & Ascot
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in relationship and portfolio management, as well as your understanding of banking products. Use specific examples that demonstrate your ability to build strong professional relationships and deliver excellent customer service.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Private Banking Manager role and explain why you are a good fit. Mention your knowledge of the local market and your business development capabilities, and how these align with Handelsbanken's values.
Showcase Relevant Skills: Emphasise your interpersonal and communication skills, both written and verbal. Provide examples of how you've successfully communicated complex financial information to clients or colleagues in the past.
Highlight Attention to Detail: Given the importance of accuracy in this role, mention any experiences where your attention to detail made a significant impact. This could include managing lending documentation or conducting KYC/AML reviews.
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 a portfolio of personal customers. Be prepared to discuss your previous experiences in relationship management and how you've successfully developed customer portfolios in the past.
✨Demonstrate Customer Service Skills
Since this role heavily focuses on customer satisfaction, think of examples where you've gone above and beyond for clients. Highlight your ability to build strong relationships and provide exceptional service, as this will resonate well with the interviewers.
✨Understand the Local Market
Research the Windsor & Ascot area and be ready to discuss local market trends and how they might impact private banking. Showing that you have a grasp of the local landscape will demonstrate your commitment to the role and your proactive approach.
✨Prepare for Business Development Questions
Expect questions about how you would identify and win new customers. Think of strategies you've used in the past to attract clients and be ready to share specific examples of successful business development activities you've undertaken.
