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- Tasks: Build and manage client relationships, providing tailored financial advice and wealth management services.
- Company: Join Handelsbanken, a leading global bank with a focus on customer satisfaction and inclusivity.
- Benefits: Enjoy competitive salary, extensive benefits, and a market-leading pension contribution of 15%.
- Why this job: Make a real impact in clients' lives while working in a supportive and dynamic environment.
- Qualifications: Professionally qualified to QCF Level 6 with strong networking and relationship-building skills.
- Other info: Hybrid working model allows flexibility while maintaining a strong workplace culture.
The predicted salary is between 43200 - 72000 £ per year.
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 Group are deeply committed to embedding good equality and diversity practice into all of our activities so that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion, sex, gender reassignment or sexual orientation.
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 looking for a Client Director to provide financial advice to clients covering the Handelsbanken branches in the North West, from the East Lancs branch which is in Blackburn to the Fylde Coast and up to the Lake District. Travel will be required throughout this region. The role of the Client Director is primarily to develop and manage relationships with Handelsbanken customers, focusing on the provision of financial advice and wealth management services. In addition, Client Directors routinely attract new clients to the group for both banking and wealth management services.
Main Responsibilities:
- To build effective relationships across the Handelsbanken branch network to develop new business;
- To attract and develop new client relationships with wealth management and banking needs from outside of the group;
- To provide wealth management services to clients, with the support of a team of specialist tax, pension and investment management professionals within Handelsbanken Wealth Management. This will include:
- Providing wealth planning input personally (both to new clients and to existing clients who opt for continuing advisory mandates);
- Establishing and maintaining a detailed understanding of client risk attitude and capacity to enable advice to be given on the suitability of investment strategies;
- Understanding the HWAM investment proposition and strategy characteristics to be able to explain and advise clients and prospective clients in this area;
- Calling-in structuring specialists (the advice team is split between London and Tunbridge Wells, and covers tax, pension and inheritance planning) as required and co-ordinating the client interactions;
- Cross-referring clients where appropriate to the Handelsbanken branches for banking services.
Person Specification: Successful candidates will have a strong academic background. Applicants must be professionally qualified (or nearly qualified) to QCF Level 6 and hold a valid Statement of Professional Standing (SPS).
Experience: The ideal individual will have many of the following attributes:
- Professional background gained in investment management, financial advisory, law, tax or private banking environments.
- Comprehensive experience in client development, gaining and managing complex HNW/UHNW clients who are prepared to give discretion over their investment management needs.
- Ability to add value to the client relationship through the delivery of holistic wealth planning advice - beyond investment in isolation.
- Strong networking skills and ability to build enduring relationships with colleagues, third party introducers and clients.
- Team player. Client Directors must work in partnership with Handelsbanken branch colleagues along with our technical specialists in the delivery of client services. The cultural imperative is to place the client’s needs and welfare ahead of any more limited personal or business objectives.
Contact: Please send your CV and covering letter to careers.hwam@handelsbanken.co.uk
Client Director – North West employer: Handelsbanken Wealth & Asset Management
Contact Detail:
Handelsbanken Wealth & Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Director – North West
✨Network Like a Pro
Get out there and start networking! Attend industry events, join local finance groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Client Director role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, don’t hold back! Share your knowledge about wealth management and investment strategies. This will not only showcase your skills but also build trust with your audience.
✨Follow Up After Meetings
Always follow up after meetings or networking events. A simple thank-you email can go a long way in keeping you top of mind. Plus, it shows you’re genuinely interested in building relationships, which is key for a Client Director.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities and updates about our company culture and values.
We think you need these skills to ace Client Director – North West
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Director role. Highlight your background in investment management or financial advisory, and don’t forget to showcase your networking skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how you can contribute to our mission of customer satisfaction. Be genuine and let your personality come through.
Showcase Your Relationship-Building Skills: Since the role focuses on developing client relationships, make sure to include examples of how you've successfully built and maintained relationships in your previous roles. We love hearing about your successes!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands quickly!
How to prepare for a job interview at Handelsbanken Wealth & Asset Management
✨Know Your Client Management Skills
Make sure you can articulate your experience in managing client relationships, especially with high-net-worth individuals. Prepare specific examples of how you've successfully developed and maintained these relationships, as this is crucial for the Client Director role.
✨Understand the Wealth Management Landscape
Familiarise yourself with the current trends in wealth management and investment strategies. Be ready to discuss how you would approach advising clients on their financial needs, and demonstrate your knowledge of the Handelsbanken investment proposition.
✨Showcase Your Networking Abilities
Highlight your networking skills and provide examples of how you've built relationships with third-party introducers or colleagues. This role requires collaboration, so be prepared to discuss how you work effectively within a team to enhance client satisfaction.
✨Emphasise Ethical Practices
Since Handelsbanken values ethical and compliant client management, be ready to discuss how you prioritise client welfare over personal objectives. Share instances where you've navigated complex situations while maintaining integrity and compliance.
