Associate Client Director, Private Office; Wealth Administrator Tunbridge

Job Introduction

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 vision. 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 Bank.

We 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.

We are looking for an Associate Client Director to join the Handelsbanken Wealth Private Office team to assist Client Directors with their Private Wealth Management client activities for high net worth clients with investment and wealth advisory needs.

This role can be based in either our London, Manchester or Tunbridge Wells office's with the requirement for the successful candidate to travel to the other offices on occasion.

• Proactively arranging and assisting Client Directors in the preparation of formal reviews and ad-hoc client meetings. Attending some meetings with Client Directors, minute taking and action tracking. Recording and maintaining client investment suitability records.
• Acting as the first point of contact for client queries, resolving and escalating requests. Dealing with internal teams to help implement advice, dealing instructions and other ad hoc queries.
• Monitoring progress and implementation of agreed client actions from review meetings and other client contact; liaising with technical specialists, Investment Managers, Operations team and third parties.
• Maintenance of client records and liaising with Operations regarding data amendments.
• Supporting Client Directors with sales activities, through assistance with lead management, client events, presentations and other sales activities. Assisting with the drafting of service proposals, route maps and suitability reviews for the Client Director to review and progress.
• Building and maintaining strong relationships with Handelsbanken branches, internal teams and their customers.
• Dealing with any clients’ objections and complaints effectively, promptly and in accordance with regulatory requirements and Handelsbanken’s processes, principles, culture and ethics.
• Ensuring client data, instructions and monies are managed in a securely, accurate and timely manner.
• Ensuring AML guidelines are followed and evidence saved down correctly on clients’ files.
• Introducing and developing new client opportunities for Handelsbanken Wealth where a Private Wealth Management service is appropriate.

• 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…