Private Banking Manager - Michael Page

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.

• 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.

• 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.

• 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!