Associate Client Director (Wealth Management Administrator) - Tunbridge Wells in Royal Tunbridge Wells

We are recruiting for an Associate Client Director to join the Handelsbanken Wealth team to assist Client Directors with their Private Wealth Management client activities for high net worth clients with investment and wealth advisory needs. This role is based in our London, Tunbridge Wells or Manchester office with the requirement for the successful candidate to travel to the other office on occasion.

Main Responsibilities

• Proactively arranging and assisting Client Directors in the preparation of formal reviews and ad-hoc client meetings.
• Attending some meetings with Client Directors, minute taking and action tracking.
• Recording and maintaining client investment suitability records.
• Acting as the first point of contact for client queries, resolving and escalating requests.
• Dealing with internal teams to help implement advice, dealing instructions and other ad hoc queries.
• Monitoring progress and implementation of agreed client actions from review meetings and other client contact; liaising with technical specialists, Investment Managers, Operations team and third parties.
• Maintenance of client records and liaising with Operations regarding data amendments.
• Supporting Client Directors with sales activities, through assistance with lead management, client events, presentations and other sales activities.
• Assisting with the drafting of service proposals, route maps and suitability reviews for the Client Director to review and progress.
• Building and maintaining strong relationships with Handelsbanken branches, internal teams and their customers.
• Dealing with any clients’ objections and complaints effectively, promptly and in accordance with regulatory requirements and Handelsbanken’s processes, principles, culture and ethics.
• Ensuring client data, instructions and monies are managed in a secure, accurate and timely manner.
• Ensuring AML guidelines are followed and evidence saved down correctly on clients’ files.
• Introducing and developing new client opportunities for Handelsbanken Wealth where a Private Wealth Management service is appropriate.

Ideal Candidate

• Thorough understanding of investment and financial planning principles, products and processes.
• Proven experience within the wealth management sector is essential.
• Confidence to liaise with staff and external parties at all levels.
• Ability to effectively manage both internal and external relationships.
• Experience of Voyant / cashflow skills is desirable but not essential.
• Experience of FE Analytics is desirable but not essential.
• Strong proven numeracy skills within a professional setting.
• Ability to work under pressure and meet tight deadlines demonstrating good time management and organisation skills.
• Proactive approach to work and the ability to act with self-confidence and self-motivation.
• Good problem-solving and decision-making abilities.
• Ability to handle sensitive information and work with confidentiality.

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.

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.

This advert will be live for a minimum of two weeks. However, please note that after the two weeks, the closing date could change at any time depending on the number of responses received.