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Private Banking Manager - Oxford

Please Note: The application deadline for this job has now passed.

Job Introduction


This is an exciting opportunity to join an established team at Oxford & Abingdon Branch as a Private Banking Manager.

The successful candidate will have responsibility for managing a portfolio of personal customers across the full suite of individual products and services, including lending, credit balances and wealth management. Whilst the role does not include any regulated mortgage activity (i.e. RMC discussions, advice or recommendations), it is expected that the successful candidate will identify such opportunities and refer these to a regulated colleague. You will be required to develop the portfolio further, through interaction with existing customers, as well as winning and on-boarding new customers, with a strong focus on customer service, profitability and business development. 

The successful candidate will be employed on a local basis, with the primary place of work being Oxford. We will consider flexible working where appropriate within the requirements of the overall business. The applicant will be expected to be able to travel to customers’ and introducers’ premises as part of this role.

Main Responsibilities 

  • Responsible for the maintenance and development of a portfolio of personal customers. Building relationships with customers and ensuring customer satisfaction through the provision of excellent customer service
  • Identifying, meeting and winning prospective new customers/introducers by outlining how we work and what we can offer in terms of service and facilities
    Interpretation of financial information provided by customers, evaluating lending propositions, assessing and formulating risk ratings correctly and structuring transactions
  • Completion of credit applications and credit annual reviews in line with the Bank’s Credit Policy
  • 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 
  • Identify and offer customers on a needs basis, the appropriate Handelsbanken products and services (excluding 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 and Anti-Money Laundering reviews), lending facilities and securities 
  • 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

Ideal Candidate

Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…

  • You will have a proven track-record in relationship and portfolio management.  You will have experience in lending to private banking customers and will take the initiative to drive your own performance. 

  • Demonstrable knowledge of the Bank’s suite of private banking products and a good understanding of competitor products, relevant industry and market driven trends. The applicant will take ownership of their portfolio and have strong business development capabilities.

  • You 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 communication skills (both written and verbal) are therefore essential.

  • You must be a strong team player, flexible, proactive and conscientious and bring a positive attitude. You will work with integrity and discretion and be able to work effectively under pressure. 

  • 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.   


Company Information 

Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The focus is always on the need of the individual customer and not on the sale of specific products. 


The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation. 


Check our Handelsbanken website for further information



At Handelsbanken, we deeply value our unique culture and values including trust in and respect for each individual. We take pride in nurturing a work environment where people flourish, and where they are empowered to take decisions in their areas of expertise. We take a long term perspective in everything we do and want each employee who joins us to build a long terms successful career with the Bank.  


What is in it for you?

  • We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development. 
  • Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assurance
  • A market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds)

Application next steps

Your journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview.  

The interview process will consist of a coffee chat and competency based interview to take place in the Oxford & Abingdon branch.

How can we support you to be your best self? Our Talent Acquisition team will be happy to provide support e.g. if you need additional time to prepare for an interview or you have any requirements for any part of the interview/hiring process – just let us know by email


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