Engagement Leader - Associate Director

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. 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. 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. 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. 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 . 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; 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. 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. 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. Maintenance of client records and activity workflows through CRM. A good understanding of investment and financial planning principles and processes. Proven experience within the wealth management/financial planning sector. 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. Time management