Job Description

Our people work differently depending on their jobs and needs. From home working to job sharing, visit the remote and flexible working page on our website to find out more.

Join us as a Client Banking Manager

• We’re looking for someone experienced in banking or financial services to join us in our private banking team
• You’ll be managing a portfolio of clients and handling their day to day banking needs
• It's a vital role that is key to building effective and trusted client relationships, and offers you the chance to further develop an extensive range of skills and knowledge

In this key role, you’ll be delivering outstanding service to our private banking clients, while meeting business objectives by increasing the share of wallet. We’ll look to you to understand and meet each client’s individual needs by conducting client reviews, introducing products or other specialists when required. Throughout your work, you’ll monitor and control activity within a regulatory and compliance framework.

You’ll also be:

• Providing a consistent, credible and accessible point of contact to your portfolio of clients, earning a trusted adviser status
• Preparing client correspondence, including complex credit applications
• Inputting timely and accurate client information as required by all the client information systems
• Contributing to private banking targets by referring clients over to other teams and specialists, having identified client’s needs
• Undertaking joint meetings with both regulated bankers and financial planners, and referring business to each as appropriate

Required Knowledge, Skills, and Abilities

To be successful in this role, you’ll need experience in banking or financial services, with a broad understanding and knowledge of financial products and services. A CeMAP, along with other financial qualifications would be an advantage, but crucially, you’ll have excellent communication skills and the ability to work within a service orientated culture.

You’ll also need:

• Strong credit management and stewardship experience
• A client centric approach
• Good Microsoft Office skills
• The ability to work well as part of a team