Private Banking Manager - Reading
Core
Manage and develop a private banking customer portfolio of professionals, business owners, and high net worth individuals, driving profitable growth through proactive product promotion and relationship management.
Role type
Private Banking Manager (Relationship Banking)
Builds
Private banking customer relationships, lending solutions, and wealth management services
Domain
Banking / Wealth Management / Lending
Deliverable
client delivery
Required skills
Business development, portfolio management, lending and credit analysis, cross-selling, external networking, risk management, stakeholder management
Preferred skills
Local market knowledge, broker network relationships, IFA or brokerage background
Technologies
Credit analysis tools, lending proposal systems
Responsibilities
Develop and grow a portfolio of new and existing private banking customers; Build and maintain relationships with professional firms, brokers, and business introducers; Identify cross-selling opportunities across wealth management, savings, and mortgages; Evaluate financial information and structure transactions in line with Credit Policy; Partner with functional stakeholders to ensure full service offering; Operate within the Bank's Risk Management framework.