At a Glance
- Tasks: Manage client portfolios and collaborate with Relationship Managers to drive growth.
- Company: Join WSFS Bank, a leader in private banking with a focus on client success.
- Benefits: Enjoy competitive pay, great benefits, and a supportive work environment.
- Other info: On-site role with opportunities for professional development and growth.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: 3-5 years in loan servicing and strong commercial underwriting skills required.
The predicted salary is between 63000 - 77000 £ per year.
WSFS Bank is seeking a Private Banking Portfolio Manager to work with Relationship Managers and Portfolio Administrators to monitor client portfolios, perform annual reviews, renewals, and underwriting opportunities.
The role requires 3–5 years in loan servicing and at least 2 years of commercial underwriting, with strong knowledge of loan products and financial analysis.
A Bachelor’s degree is preferred.
This on-site position offers competitive pay and benefits.
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Private Banking Portfolio Manager: Lending & Client Growth employer: WSFS Bank
WSFS Bank is an excellent employer that fosters a collaborative work culture, where Private Banking Portfolio Managers can thrive alongside dedicated Relationship Managers and Portfolio Administrators. With competitive pay, comprehensive benefits, and ample opportunities for professional growth, employees are encouraged to enhance their skills in a supportive environment, making it a rewarding place to build a career in the heart of the financial sector.
