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Permanent

Private Banking Manager

Colden Common
money-bag 10000-500000 Annual
Posted 4 days ago

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 DetailsThis 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.DescriptionThe 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 ..... full job details .....

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