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- Tasks: Lead a team to deliver top-notch client services in wealth management.
- Company: Join Handelsbanken, a leading global bank known for its strong customer relationships and commitment to diversity.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and a generous pension contribution.
- Why this job: Be part of a supportive culture that values your growth and empowers you to make decisions.
- Qualifications: Experience in wealth management and a desire to pursue financial qualifications are preferred.
- Other info: This role is based in London or Tunbridge Wells, offering a dynamic work environment.
The predicted salary is between 50000 - 68000 £ per year.
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Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and corporate customers through its fast-growing network across the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective – customer satisfaction – since a satisfied customer will be happy to both return and to recommend us.
This is an opportunity to join a successful and fast-growing national organisation with the added benefit of being part of a significant multinational group.
Handelsbanken 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.
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 terms successful career with the Bank.
Handelsbanken is offering a Hybrid Working Model. Our approach to hybrid working at Handelsbanken is that we spend the greater proportion of our working time at our workplace. Our remaining time may be worked from home.
This approach allows us to embrace the many benefits of hybrid working whilst sustaining and developing our unique culture.
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)
We encourage and welcome applications from across the global community and all appointments are made solely on merit.
Our Role
We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handelsbanken Wealth Associate Client Directors (ACDs) within the Private Office team, as well as providing excellent delivery of services to regulated advisers and their clients. This role can be based from our London or Tunbridge Wells office.
Main Responsibilities
- Managing team resources to meet daily needs of Client Directors and their clients in line with agreed processes and procedures to ensure consistent delivery of first-class client service.
- Identifying and supporting team member competency/training needs, through monthly 1-2-1 meetings and regular contact as required. Providing support and training to the team.
- Reporting to the Head of Wealth Support on any areas of staff competency, regulatory or work-practice concerns. Agree and implement appropriate actions to manage business risk.
- Contributing to the development of efficient and scalable solutions for the provision of wealth management services; seeking out errors, inefficiencies and cost savings potential.
- Preparing and chairing Private Office monthly team meetings and quarterly team days.
- Acting as Associate Client Director to provide support to one Client Director and where demand arises. Duties include:
- Proactively arranging and assisting Client Director in the preparation of formal review and ad-hoc client meetings. Attending meetings with Client Director to take minutes and agree actions. Recording and maintaining client investment suitability records.
- Acting as the first point of liaison for general client queries. Implementing actions or, in the case of advice or dealing requirements, passing instructions to the appropriate team member.
- Monitoring progress and implementation of agreed client actions from meetings and other client contact; liaising with technical specialists, Investment Managers (or designated Associates) and Operations team.
- Supporting Client Director with sales activities, through assistance with lead management, client events, presentation and other sales activity. Assisting with the drafting of service proposals and advice reports for the Client Director to review and progress.
- Preparation and maintenance of bespoke reporting, gift schedules and ICE (in case of emergency) folders.
- Maintenance of client records and activity workflows through CRM.
Person Specification
Experience:
- A good understanding of investment and financial planning principles and processes.
- Proven experience within the wealth management/financial planning sector.
- Confidence to liaise with clients, staff and external parties at all levels.
- Proven track record in providing outstanding customer service.
- Experience in people management and line management responsibilities.
- 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 literacy and numeracy skills.
Core Values:
- Attention to detail and accuracy
- Excellent written and verbal communication skills
- Self-confidence and self-motivation
- Good problem-solving and decision-making abilities
- Time management
- Strong team player
- Ability to maintain confidentiality
Contact
Please send your CV and covering letter to careers.hwam@handelsbanken.co.uk
Seniority level
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Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance
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Industries
Investment Banking and Banking
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Associate Client Director – Private Office Team Lead employer: Handelsbanken Wealth & Asset Management
Contact Detail:
Handelsbanken Wealth & Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Director – Private Office Team Lead
✨Tip Number 1
Familiarise yourself with Handelsbanken's unique culture and values. Understanding their commitment to customer satisfaction and employee empowerment will help you align your approach during interviews and discussions.
✨Tip Number 2
Network with current or former employees of Handelsbanken, especially those in wealth management roles. They can provide valuable insights into the company’s expectations and the team dynamics within the Private Office.
✨Tip Number 3
Prepare to discuss your experience in managing teams and delivering exceptional client service. Be ready to share specific examples that demonstrate your problem-solving skills and ability to handle client queries effectively.
✨Tip Number 4
Show your enthusiasm for continuous learning and professional development. Mention any relevant qualifications you are pursuing or plan to pursue, as this aligns with Handelsbanken's focus on empowering employees to take ownership of their development.
We think you need these skills to ace Associate Client Director – Private Office Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client service. Use specific examples that demonstrate your understanding of investment principles and your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with Handelsbanken's commitment to customer satisfaction and diversity. Be sure to include your motivation for wanting to lead the Private Office team.
Showcase Leadership Skills: Since this role involves managing a team, emphasise any previous leadership or mentoring experiences. Provide examples of how you've supported team members' development and contributed to a positive work environment.
Highlight Problem-Solving Abilities: Demonstrate your problem-solving skills by including instances where you've identified inefficiencies or implemented solutions in previous roles. This will show your proactive approach to improving client services.
How to prepare for a job interview at Handelsbanken Wealth & Asset Management
✨Understand the Company Culture
Before your interview, take some time to research Handelsbanken's unique culture and values. They place a strong emphasis on trust, respect, and inclusivity. Demonstrating that you align with these values can set you apart from other candidates.
✨Showcase Your Client Management Skills
As an Associate Client Director, you'll be managing client relationships. Be prepared to discuss your previous experiences in client management, highlighting how you've provided outstanding customer service and resolved issues effectively.
✨Prepare for Team Leadership Questions
Since this role involves leading a team, expect questions about your leadership style and experience. Think of examples where you've successfully managed a team, supported their development, and contributed to a positive work environment.
✨Demonstrate Financial Knowledge
A solid understanding of investment and financial planning principles is crucial for this role. Brush up on relevant concepts and be ready to discuss how you've applied this knowledge in your previous positions or how you plan to do so at Handelsbanken.
