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For Companies At a Glance
- Tasks: Manage and develop a portfolio of private banking customers while winning new clients.
- Company: Handelsbanken is a relationship-focused bank with a strong local presence and commitment to customer care.
- Benefits: Enjoy competitive salary, private medical insurance, and a market-leading pension contribution of 15%.
- Why this job: Join a supportive team that values diversity and offers excellent learning opportunities in finance.
- Qualifications: Strong customer service skills, attention to detail, and ability to build professional relationships are essential.
- Other info: This is an entry-level, full-time position in the dynamic banking industry.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Private Banking Manager - London City role at Handelsbanken.
Job Introduction
London Liverpool Street and Moorgate branches are to merge to form London City Branch, creating an exciting opportunity to join the team as a Private Banking Manager. You will be responsible for maintaining and developing a customer portfolio, as well as winning and onboarding new customers through proactive business development activities. You will have full responsibility for all aspects of customer relationships within the portfolio (excluding Regulated Mortgage activity), including credit applications, customer analysis, reviews, documentation, covenant compliance, and profitability.
Main Responsibilities
- Maintain and develop a portfolio of private banking customers, building relationships and ensuring customer satisfaction through excellent service.
- Identify, meet, and win prospective new customers/introducers by showcasing our services and facilities.
- Work within the Bank's Credit Policy, ensuring lending decisions are within the discretion granted by the Branch Manager.
- Interpret financial information, evaluate lending propositions, assess risk ratings, and structure transactions.
- Use Bank systems to complete credit applications and reviews.
- Develop an understanding of the local market and maintain relationships with professional firms and introducers.
- Understand Handelsbanken's products and stay informed about competitor offerings, industry trends, and market developments.
- Handle general administration, legal documentation, customer files (including CDD/AML), reviews, and payments.
Ideal Candidate
- Excellent customer service skills.
- Good understanding of credit processes and personal banking products.
- Attention to detail, structured work approach, and strong administrative skills.
- Excellent communication skills, both verbal and written.
- Ability to build professional relationships at all levels and represent Handelsbanken effectively.
- Interpersonal skills and the ability to work impactfully with diverse individuals.
Company Information
Handelsbanken is a relationship bank with a decentralized approach, a strong local presence, and a long-term focus on customer relations. Each branch operates as a local business, making decisions tailored to individual customer needs rather than sales targets. We are committed to diversity and inclusion, welcoming applicants regardless of background, age, disability, race, religion, gender, or sexual orientation.
Benefits and Support
- Comprehensive learning and development opportunities.
- Competitive salary and benefits, including private medical insurance, income protection, and life assurance.
- Market-leading pension contribution of 15%, with options for ESG and Shariah funds.
Application Process
Submit your application to start your journey with us. Our recruiters will review your details and contact you for a phone interview if suitable. We support your interview preparation and requirements; contact us at uk_talent@careers.handelsbanken.co.uk.
Additional Information
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Industry: Banking
Private Banking Manager - London City employer: JobFlurry
Contact Detail:
JobFlurry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - London City
✨Tip Number 1
Familiarise yourself with Handelsbanken's unique approach to banking. Understanding their decentralised model and commitment to customer relationships will help you articulate how your values align with theirs during the interview.
✨Tip Number 2
Network within the local banking community in London City. Attend industry events or join relevant online forums to connect with potential introducers and gain insights into the market, which can be beneficial for your role as a Private Banking Manager.
✨Tip Number 3
Brush up on your knowledge of credit processes and personal banking products. Being able to discuss these topics confidently will demonstrate your expertise and readiness to manage customer portfolios effectively.
✨Tip Number 4
Prepare to showcase your customer service skills through real-life examples. Think of specific instances where you've successfully built relationships or resolved issues, as this will highlight your suitability for maintaining and developing customer portfolios.
We think you need these skills to ace Private Banking Manager - London City
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Banking Manager. Familiarise yourself with customer relationship management, credit processes, and the specific services offered by Handelsbanken.
Tailor Your CV: Highlight your relevant experience in banking, customer service, and business development. Use specific examples that demonstrate your ability to maintain and develop customer portfolios, as well as your understanding of credit processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private banking and your alignment with Handelsbanken's values. Mention your interpersonal skills and how you can contribute to building strong customer relationships.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A well-presented application reflects attention to detail, which is crucial for the role. Consider asking a friend or mentor to review your documents before submission.
How to prepare for a job interview at JobFlurry
✨Know Your Customer Portfolio
Before the interview, make sure you understand the importance of maintaining and developing a customer portfolio. Be prepared to discuss how you would build relationships and ensure customer satisfaction, as this is crucial for the Private Banking Manager role.
✨Showcase Your Business Development Skills
Highlight your proactive approach to winning and onboarding new customers. Think of examples from your past experiences where you've successfully identified and met prospective clients, and be ready to share these during the interview.
✨Understand Credit Processes
Since the role involves working within the Bank's Credit Policy, brush up on your knowledge of credit applications and risk assessment. Be prepared to discuss how you would interpret financial information and evaluate lending propositions.
✨Demonstrate Excellent Communication Skills
As a Private Banking Manager, you'll need to build professional relationships at all levels. Practice articulating your thoughts clearly and confidently, both verbally and in writing, to showcase your communication skills during the interview.
