Private Banking Manager (Development Considered) - Morpeth
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 (Development Considered)
Builds
Private banking customer portfolio, lending solutions, wealth management, and deposit products
Domain
Banking / Wealth Management / Lending
Required skills
business development, portfolio management, lending and credit analysis, cross-selling, relationship building, financial evaluation, risk management compliance
Preferred skills
local market knowledge, broker network management, professional advisory background
Technologies
Credit Policy frameworks, Risk Management frameworks
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 and interpret financial information to structure transactions and apply commercial decisions; Partner with functional stakeholders to ensure full service offering; Operate in line with Risk Management and compliance policies.
Seniority
Mid-Senior, hands-on IC