Private Banking Portfolio Growth Manager

Handelsbanken; Swansea; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-regarded financial institution seeks a Private Banking Manager for its Swansea branch. The successful candidate will maintain and develop customer portfolios, focusing on relationship management and business development. Responsibilities include onboarding new clients, evaluating lending propositions, and ensuring compliance with banking policies. Ideal applicants will have strong interpersonal skills and a commitment to delivering exceptional customer service. This role offers a competitive salary and a long-term career opportunity within a decentralised and inclusive working environment.

Benefits

Private medical insurance

Income protection

Life assurance

Market-leading pension contribution

Qualifications

• Proven track record in relationship and portfolio management.
• Knowledge of the Bank’s Credit Policy and processes.
• Experience with lending documentation/security and AML/KYC procedures.

Responsibilities

• Maintain and develop a portfolio of private banking customers.
• Proactively win and onboard new customers.
• Interpret financial information and evaluate lending propositions.

Skills

Relationship management

Business development

Financial analysis

Customer service

Communication skills

Job description

A well-regarded financial institution seeks a Private Banking Manager for its Swansea branch. The successful candidate will maintain and develop customer portfolios, focusing on relationship management and business development. Responsibilities include onboarding new clients, evaluating lending propositions, and ensuring compliance with banking policies. Ideal applicants will have strong interpersonal skills and a commitment to delivering exceptional customer service. This role offers a competitive salary and a long-term career opportunity within a decentralised and inclusive working environment.