Area Manager - Wealth (Midlands)

Handelsbanken; West Midlands; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Private medical insurance

Income protection

Life assurance

Pension scheme (15%)

Job summary

Handelsbanken is a relationship bank known for trust and long-term thinking, with a decentralised model giving local branches decision-making authority. We are seeking a senior leader to drive the Wealth business plan, coach Client Directors, and foster a high-performance culture focused on excellent client outcomes.

You will lead a dispersed team, analyze performance metrics, and contribute to strategic development while upholding risk and compliance standards across the branch network.

Qualifications

• Experience leading dispersed teams and delivering client outcomes.
• Strong leadership, communication and influencing skills.
• Knowledge of wealth management and financial planning concepts.
• Ability to balance operational delivery with long-term objectives.

Responsibilities

• Lead, motivate and coach a team of Client Directors to achieve targets.
• Deliver the Wealth Business Plan with local branch insights.
• Conduct regular performance reviews and development plans.
• Monitor metrics and identify risks, opportunities and improvements.
• Foster a high performance culture through accountability and collaboration.
• Support succession planning and professional development.

Skills

Leadership

Communication

Influencing

Problem-solving

Decision-making

Training

Attention to detail

Education

Financial Planning Certificate Level 4

Level 6 preferred

Job description

The opportunity

Handelsbanken is a relationship bank built on trust, long-term thinking and local decision-making. We provide bespoke banking and wealth management services to personal and corporate customers,Our decentralised model means decisions are made close to the customer, in our branches. Our central Functions teams play a vital role in supporting the branch network, providing the expertise, governance and infrastructure that enable branches to serve customers effectively and sustainably.This approach had underpinned our success for decades. Handelsbanken is independently recognised as one of Europe’s safest commercial banks, holds the strongest credit rating among its peers and is consistently ranked highly for customer satisfaction and relationship banking. Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions and build long-term careers. We look for people who share our long- term vision, want to grow and want to make a meaningful impact in their local community and with the BankWe also recognise that flexibility can support people to perform at their best, and that it looks different for everyone. While arrangements will depend on the requirements of the role and the needs of the business, we are open to having a conversation around what flexibility could look like for you.Check our Handelsbanken website for further information

Main Responsibilities

• Leadership and Team Management
• Delivery of the Handelsbanken Wealth Business Plan, to include working with Handelsbanken District Heads to determine Branch support needs and local business plans
• Lead, motivate and coach a team of Client Directors to achieve individual and team targets for excellent client outcomes, growth and service quality
• Conduct regular performance reviews, identifying strengths and development needs and implementing tailored coaching and development plans
• Monitor and analyse performance metrics identifying trends, risks and opportunities for improved productivity or issues to drive consistency, advice quality and support the delivery of good customer outcomes
• Foster a high performance culture built on accountability, collaboration and continuous improvement
• Support long term succession planning, onboarding and professional development of Client Directors to ensure ongoing capability and capacity
• Contribute to wider business debate and leadership through the provision of feedback, proactive input into the ongoing development of services and taking lead on project initiatives when required.Take responsibility for the cascade of business information and clarity in messaging to Client Directors, ensuring subsequent actions are followed up
• Lead as a cultural ambassador for Handelsbanken, both with internal and external stakeholders

Compliance and Risk Management

• Being accountable for the team’s compliance, sales quality, and professional standards, acting as the first line of defence to deliver customer service
• Address any compliance issues promptly and effectively, fostering a culture of ethical behaviour and risk awareness
• Lead and ensure adherence to the Company’s risk management and compliance processes and frameworks.

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…Financial Planning Certificate Level 4 (Level 6 preferred)Excellent leadership, communication and influencing skills, with the ability to balance operational delivery with long-term organisational objectives.Successful in managing a geographically disperse teams and fostering a high performance culture.An understanding of prevailing market trends, issues, themes and current newsworthy dealsSelf-confidence and self-motivationGood problem-solving and decision-making abilitiesAbility to provide focussed and effective trainingAttention to detail and accuracy and the ability to maintain confidentiality

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.

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)