Private Banking Manager
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The role of Private Banking Manager in the financial services industry involves managing a portfolio of high-net-worth clients, providing tailored banking and financial solutions to meet their needs. Based in Winchester, this permanent position focuses on delivering exceptional customer service while growing and maintaining strong client relationships.
Client Details
This opportunity is with a well-established organisation within the financial services and banking industry. As a professional entity with a strong emphasis on client satisfaction, the company is known for its commitment to delivering personalised banking solutions. The organisation operates as part of a medium-sized enterprise with a reputable presence in its sector based on excellent customer relationships.
Description
The Private Banking Manager will have a strong focus on lending (mortgages), wealth and deposit growth, and managing all aspects of the customer relationship within the portfolio, including including preparation of credit applications and ensuring our clients have full knowledge of the Bank's services.
- Manage and grow a portfolio of high-net-worth clients, ensuring their financial needs are met with tailored solutions.
- Provide expert advice on a range of private banking products and services, including lending and investment opportunities.
- Develop and maintain long-term relationships with clients, ensuring a high level of satisfaction and trust.
- Proactively identify opportunities to grow the portfolio through networking and referrals.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
- Monitor and manage financial risks associated with client portfolios.
- Stay updated with industry regulations and ensure compliance with all relevant policies and procedures.
- Prepare detailed client reports and maintain accurate records of interactions and transactions.
Profile
A successful Private Banking Manager should have:
- Proven expertise in private banking, wealth management, or a related field within financial services.
- 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
- A strong understanding of banking and financial products, including lending and investments.
- Experince of writing credit proposals and assessing credit worthiness
- Exceptional relationship management and interpersonal skills.
- Strong analytical and problem-solving abilities to provide tailored solutions to clients.
- Excellent communication and presentation skills.
- A client-focused approach with a commitment to delivering high-quality service.
- Professional qualifications in finance or banking are desirable.
Job Offer
- Competitive salary
- 15% non contributory pension
- Generous annual holiday offering
- Profit share scheme
- Opportunities for professional growth within the financial services industry.
- Work in a supportive and professional environment in Winchester.
- Permanent role offering job security and career progression.
If you are looking to advance your career as a Private Banking Manager in Winchester, we encourage you to apply and seize this rewarding opportunity today!
Portfolio management - the Private Banking Manager will be responsible for the management and development of a private banking customer portfolio, driving profitable business growth through proactive promotion of the Bank's products and services.
Business development - the Private Banking Manager will be responsible for bringing new customers to the bank via customer referrals, active engagement with mortgage brokers, professional advisors and working closely with the Corporate Banking Managers.
The Private Banking Manager will have a strong focus on lending (mortgages), wealth and deposit growth, and managing all aspects of the customer relationship within the portfolio, including preparation of credit applications and ensuring