Private Wealth: Associate Client Director

Handelsbanken; Royal Tunbridge Wells; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

Job summary

Handelsbanken is seeking an Associate Client Director to support Client Directors in the Wealth Private Office. The role focuses on high net worth client activities, investment advisory needs and maintaining strong client relationships.

Based in London, Manchester or Tunbridge Wells, the successful candidate will travel between offices as needed to support client needs and ensure high service standards. A background in wealth management and investment planning is essential.

Qualifications

• Thorough understanding of investment and financial planning principles, products and processes.
• Proven experience within the wealth management sector is essential.
• Confidence to liaise with staff and external parties at all levels.
• Ability to effectively manage both internal and external relationships.
• Experience of Voyant / cashflow skills is desirable but not essential.
• Experience of FE Analytics is desirable but not essential.
• Strong proven numeracy skills within a professional setting.
• Ability to work under pressure and meet tight deadlines demonstrating good time management and organisation skills.

Responsibilities

• Proactively arrange and assist Client Directors in the preparation of formal reviews and ad-hoc client meetings.
• Attend some meetings with Client Directors, minute taking and action tracking, record and maintain client investment suitability records.
• Act as first point of contact for client queries, resolve and escalate requests, coordinate with internal teams to implement advice.
• Monitor progress and implementation of actions from reviews, liaise with Investment Managers and Operations.
• Maintain client records and data amendments with Operations.
• Support Client Directors with sales activities, lead management, client events and proposals.
• Build and maintain strong relationships with Handelsbanken branches and customers.
• Address client objections and complaints in line with regulatory requirements and company processes.
• Ensure client data, instructions and monies are managed securely and timely.
• Ensure AML guidelines are followed and evidence saved on files.
• Identify and develop new client opportunities for private wealth services.

Skills

Investment knowledge

Wealth management

Client relationships

Numeracy skills

Communication

Tools

Voyant

FE Analytics

Job description

Handelsbanken is seeking an Associate Client Director to support Client Directors in the Wealth Private Office. The role focuses on high net worth client activities, investment advisory needs and maintaining strong client relationships.

Based in London, Manchester or Tunbridge Wells, the successful candidate will travel between offices as needed to support client needs and ensure high service standards. A background in wealth management and investment planning is essential.