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- Tasks: Build strong client relationships and provide tailored financial advice.
- Company: Leading financial services provider in Greater London.
- Benefits: Competitive salary, significant benefits, and personal development opportunities.
- Why this job: Make a real impact by helping clients build their wealth.
- Qualifications: Strong relationship management skills and finance background required.
- Other info: Focus on client satisfaction is key to success.
The predicted salary is between 43200 - 72000 £ per year.
A leading financial services provider in Greater London seeks a Client Director to build client relationships and provide tailored financial advice. The ideal candidate will have strong relationship management skills and a background in investment or finance.
This role offers a competitive salary, significant benefits, and opportunities for personal development. A Financial Planning Certificate level 4 is required, and a focus on client satisfaction is paramount.
Wealth & Client Director | Build HNW Portfolios in the SE employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Client Director | Build HNW Portfolios in the SE
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience in building HNW portfolios. Share success stories and demonstrate how your tailored financial advice has made a difference for clients in the past.
✨Tip Number 3
Prepare for interviews by researching the company and its values. Understand their approach to client satisfaction and think of ways you can contribute to that. We want you to stand out, so come armed with questions that show you’re genuinely interested in their mission and how you can help achieve it.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application – we can’t wait to see what you bring to the table!
We think you need these skills to ace Wealth & Client Director | Build HNW Portfolios in the SE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relationship management skills and any relevant experience in investment or finance. We want to see how you can build those HNW portfolios, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Director role. We love seeing genuine passion for client satisfaction and tailored financial advice, so let that enthusiasm come through.
Showcase Your Qualifications: Don’t forget to mention your Financial Planning Certificate level 4! It’s a must-have for this role, and we want to see it front and centre in your application. Make it easy for us to see you meet the requirements.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy to do!
How to prepare for a job interview at Handelsbanken
✨Know Your Financial Stuff
Make sure you brush up on your investment knowledge and financial products. Be ready to discuss how you would build high-net-worth portfolios and tailor advice to meet client needs. This shows you're not just a candidate, but a potential asset to their team.
✨Showcase Relationship Management Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Use specific scenarios where your approach led to client satisfaction or retention. This will demonstrate that you understand the importance of client relationships in this role.
✨Understand Their Values
Research the company’s mission and values, especially their focus on client satisfaction. Be ready to explain how your personal values align with theirs and how you can contribute to their goals. This connection can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and portfolio building. This not only shows your interest in the role but also gives you a chance to assess if the company is the right fit for you. It’s a two-way street!
