Client Details
My client is a leading international bank that have hubs globally. They are looking to recruit a Private Banking Manager in their Lincolnshire office to start ASAP.
Responsibilities
* Responsible for the maintenance and development of a customer portfolio; winning and on-boarding customers.
* Responsibilities will include preparation of credit applications, customer analysis, reviews, documentation admin & compliance.
* Private Banking Manager 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. Demonstrable understanding of the products offered 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 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.
* Working with the rest of the Branch team to ensure the highest levels of (i) customer service, and (ii) Good Administrative Order, as well as working together to achieve the goals on the Branch Business Plan
* Operates in line with the Bank's Risk Management framework (including subframeworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
Description
* Private Banking Manager 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. Demonstrable understanding of the products offered 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 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.
* Working with the rest of the Branch team to ensure the highest levels of (i) customer service, and (ii) Good Administrative Order, as well as working together to achieve the goals on the Branch Business Plan
* Operates in line with the Bank's Risk Management framework (including subframeworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
Profile
* Private client banking experience previously
* Excellent customer service skills demonstrable on CV
* Good understanding of credit processes and personal customer product offering in a previous role
* Good knowledge of Microsoft Office tools, especially Excel, Word and PowerPoint
* Strong sense of administrative order
* Excellent verbal and written communication skills as presentations will be part of the role
* Ability to build strong professional relationships.
Job Offer
* Private Banking Manager role within leading European Bank (Financial Services)
* Lincolnshire location
* Salary:£35-55k base depending on previous experience as a Private Banker
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