Private Banking Relationship Manager
I originally started in one of our mortgage contact centres back in 2001. I did several roles in several different parts of the country until I became a Banking Consultant. I then moved into Private Banking in 2016. Here we look after customers who have needs that go beyond conventional banking. We give them a personal service and introduce them to specialist partners to ensure they safely navigate the complex world of wealth.
It’s all about building relationships
Building relationships is key here – I look after over 1,200 clients and some I've worked with since I started in Private Banking. What we do involves building a stronger connection between the Group and our clients. It means I can nip any potential issues in the bud before it becomes a problem. Plus, if we're dealing with complex situations – such as property sales, bereavements and so on – clients don't have to give the same information to different people, as I already know what’s happening.
“Building relationships is key here – I look after over 1,200 clients and some I've worked with since I started in Private Banking.”