Job Introduction
We are now looking for an Associate Client Director in the Wealth Private Office Client support team to provides efficient delivery of services to regulated Client Directors and their complex clients.
This role can be based in our Tunbridge Wells, London or Manchester office with the requirement for the successful candidate to travel to the other offices on occasion.
Main Responsibilities
- Proactively arranging and assisting Client Directors in the preparation of formal review and ad-hoc client meetings, to include pre- and post-meeting discussions. Attending some client meetings with Client Directors and taking minutes where agreed.
- Implementing and monitoring the progress of agreed actions following client meetings and other client contact, as well as ongoing recurring tasks
- Maintaining client records including suitability, AML and KYC data; and liaising with Operations regarding data amendments.
- Building and maintaining strong relationships with clients and acting as the first point of contact for general queries. Implementing actions or, in the case of advice or dealing requirements, passing instructions to the Client Director or appropriate colleague.
- Running weekly meetings with Client Directors to support sales activities, manage pipelines, new and ongoing business, meeting actions and AML requirements.
- Assisting with the drafting and proof reading of proposal documents, route maps and advice reports for the Client Director to review and progress, including the use of FE Analytics to prepare replacement business advice. Preparing sign up documentation.
- Preparing bespoke quarterly reports for select clients, including external and internal assets, and presenting them to the client where necessary. Liaising with other industry professionals to collate information in relation to external assets where required
- Assisting with the administration of establishing structures such as FICs, FLPs and external OEICs for clients where applicable, as well as ongoing administration. To include liaising with solicitors, ACDs and external trustees; providing accountants with information to prepare annual accounts and tax returns, arranging payments of tax and third party invoices.
- Managing Private Equity investment call and distribution notices and arranging payment/funding of Private Equity investments. Maintaining and updating co-investment schedules.
- Developing new client opportunities for Handelsbanken Wealth Management where a Private Office service is appropriate, introducing such new relationships to Handelsbanken.
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…
- Progress towards a relevant regulated financial planning qualification (e.g. CII Diploma in Regulated Financial Planning) is preferred but not essential. The preferred candidate will have a desire to become Diploma qualified if they are not currently
- Strong numeracy skills
- Ability to work under pressure and meet tight deadlines
- Thorough understanding of investment and financial planning principles and processes
- Proven experience within the wealth management/financial planning sector
- Confidence to liaise with internal and external stakeholders at all levels
- Proficient use of windows office suite (Word, Excel) is essential
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 term 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.
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 uk_talent@careers.handelsbanken.co.uk.
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