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Private banking manager - bromsgrove

Bromsgrove
Handelsbanken
Banking
€65,000 a year
Posted: 15h ago
Offer description

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.


Responsibilities

* Develop and grow a portfolio of new and existing private banking customers, through providing high levels of customer service, active external networking and business development.
* Build and develop a sound understanding of the local business market and referral networks and maintain strong relationships with professional firms, brokers and business introducers to support sustainable growth.
* Identify cross‑selling opportunities across the bank’s product offerings (including but not limited to wealth management, savings and mortgages etc.) to deliver tailored solutions for customers.
* Communicate a clear message to Market and Customers as to what the Bank stands for and how we differentiate ourselves.
* Evaluate and interpret financial information, lending proposals, structure transactions and apply commercial and risk‑balanced decisions in line with the Bank’s Credit Policy and lending discretion.
* Partner closely with functional stakeholders to ensure customers are receiving the full offering of Handelsbanken services.
* Operate in line with the Bank’s Risk Management framework (including sub‑frameworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.


Ideal Candidate

* Able to demonstrate a strong desire and success in business development, including originating new customer business.
* Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship‑focused banking model, brokerage, independent financial advisory (IFA) or similar financial background.
* Familiarity with local market dynamics, professionals, existing broker networks and referral based business development would be highly desirable.
* Ability to influence, build and maintain meaningful and long‑lasting professional relationships, acting as an ambassador for Handelsbanken at all times.
* Track record of identifying cross‑selling opportunities.
* Experience and knowledge of lending processes and relevant credit analysis.
* Collaborative working style with a focus on strong stakeholder management skills and shared success.
* Demonstrated attention to detail with a structured, methodical approach, operates with high levels of integrity and discretion, and shows resilience in a changing environment.


Benefits

* 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).
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