Private Banking Manager Certified

1 week ago

Guildford, United Kingdom eFinancial Careers Full time

**ESSENTIAL DUTIES AND RESPONSIBILITIES**:

- Responsible for the maintenance and development of a portfolio of private banking customers. Building relationships with customers and ensuring customer satisfaction through the provision of excellent customer service
- Interpretation of financial information provided by customers, evaluating lending propositions, assessing and formulating risk ratings correctly and structuring transactions
- Develop and maintain a sound understanding of the local market, and to maintain relationships with professional firms and introducers
- Attendance at suitable networking events and undertaking targeted business development activities
- Identifying and meeting prospective new customers/introducers and presenting how we work and what we can offer in terms of service and facilities
- Identify and offer customers on a needs basis, the appropriate Handelsbanken products and services (including the provision of regulated Mortgage advice and recommendations), effectively communicating relevant features, benefits and risks
- General administration, preparation/reviewing of legal documentation for accounts (including Know Your Customer / Anti-Money Laundering reviews), lending facilities and securities
- Responsibility for the preparation and maintenance of the Branch Mortgage Matrix, with liaison with the Branch Manager
- Full adherence to the regulations and policies surrounding the advice and sales of regulated mortgage contracts (including the Bank’s Responsible Lending Policy)
- Working alongside the branch team to ensure the highest levels of customer service and good administrative order are maintained whilst working to achieve the Branch Business Plan goals

**Development Potential**:
**SKILLS, EXPERIENCE AND QUALIFICATIONS**:
The successful applicant **must** be CeMAP qualified.

The successful applicant will have the ability to build strong professional relationships at all levels and represent Handelsbanken effectively. There will be significant contact with customers and external professionals and effective interpersonal and communicationskills (both written and verbal) are therefore essential.

Previous experience in dealing with lending documentation/security and AML/KYC procedures for personal customers/transactions would be advantageous. In order to successfully undertake this role, a high level of computer literacy (Microsoft Word and Excel)is essential. Training will be provided on additional internal IT systems.

You must comply with 5 Conduct rules i.e.
- act with integrity
- act with due skill, care and diligence
- be open and co-operative with the FCA, PRA and other regulators
- pay due regard to the interests of customers and treat them fairly
- observe proper standards of market conduct.

This role falls within the **Certification Regime** which requires the job holder prior to commencing the role to be certified/ within 12 months to be certified by the Bank confirming that they are “fit and proper” to carry out this role i.e.
- demonstrates honesty and integrity
- competence and capability
- financial soundness.

Handelsbanken Group are deeply committed to embedding good equality and diversity practice into all of our activities so that we are an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity,religion, sex, gender reassignment or sexual orientation.

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