Client Director - Midlands (Wealth Advisor / Financial Advisor) in Birmingham

We are looking for a new Client Director to join our team. The ideal individual will be able to readily access the Midlands area from Birmingham to Stoke and the East Midlands. The role of the Client Director is to both develop and manage relationships with Handelsbanken customers and to attract new clients to the group for both banking and wealth management services. The focus is on the provision of financial advice and wealth management services. This role would suit those in the early years of their advising career. You may be a paraplanner looking to move into your first advisory role or you could have started advising clients looking for the next step in your career. This is an excellent opportunity to join Handelsbanken where we truly put customers at the heart of everything we do. You will benefit from our reputation for doing so and you will be given full support to continue to develop your personal, technical skills and professional qualifications.

We’re looking for people like you. People dedicated to delivering the best financial outcomes for clients. You’re competitive, someone who loves to exceed expectations, both ours and our customers. You’re driven to be the best at what you do.

• 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.
• 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.
• To develop and manage client relationships in an efficient, ethical and compliant manner which will lead to high levels of client satisfaction and enhance the reputation of Handelsbanken in the UK.

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…

• Financial Planning Certificate level 4
• This role would suit those in the early years of their advising career, or looking to move into their first advisory role.
• Professional background gained in investment management, financial advisory, law, tax or private banking environments.
• 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.

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.

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.

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).

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.