Client Director - South

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Handelsbanken Wealth is responsible for all wealth and investment management activities of the Group in the UK.

We are looking for a new Client Director to join our team in the South East. The ideal individual will be able to readily access London, Kent and Surrey.

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.

• 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.
• Provide 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 Handelsbanken Wealth 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
• 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
• A 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
• Applications are also welcomed from experienced financial services sector candidates whose next step would be a development Client Director role.

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.

Check our Handelsbanken website for further information

• 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…