Client Director – North West

Handelsbanken plc; England; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A financial services company in the UK is seeking a Client Director to manage and grow client relationships, provide wealth management services, and develop new business across the Handelsbanken branch network. The ideal candidate will have a strong academic background, be QCF Level 6 qualified, and possess excellent networking skills. This role offers a competitive salary and extensive benefits within a hybrid working model.

Benefits

Competitive salary

Private medical insurance

15% pension contribution

Income protection

Life assurance

Qualifications

• Strong academic background.
• Professionally qualified (or nearly qualified) to QCF Level 6.
• Holding a valid Statement of Professional Standing (SPS).

Responsibilities

• Build effective relationships across the Handelsbanken branch network.
• Provide wealth management services to clients.
• Develop and manage client relationships in a compliant manner.

Skills

Networking skills

Client relationship management

Wealth planning advice

Education

QCF Level 6 qualification

Job description

Handelsbanken Wealth & Asset Management

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. We focus on one objective – customer satisfaction – since a satisfied customer will be happy to both return and to recommend us.

We are providing an opportunity to join a successful and fast‑growing national organisation with the added benefit of being part of a significant multinational group. Handelsbanken Group is deeply committed to good equality and diversity practice, ensuring that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion, sex, gender reassignment or sexual orientation.

Handelsbanken offers a Hybrid Working Model: the greater proportion of working time is spent in the workplace, with the remaining time worked from home.

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, 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).

Our Role

We are looking for a Client Director to provide financial advice to clients covering the Handelsbanken branches in the North West, from the East Lancs branch in Blackburn to the Fylde Coast and up to the Lake District. Travel will be required throughout this region.

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.

Main Responsibilities

• Build effective relationships across the Handelsbanken branch network to develop new business.
• Attract and develop new client relationships with wealth management and banking needs from outside the group.
• Provide wealth management services to clients, with support from a team of specialist tax, pension and investment management professionals within Handelsbanken Wealth Management, including:
• 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.
• Calling in structuring specialists (the advice team is split between London and Tunbridge Wells, covering tax, pension and inheritance planning) as required and coordinating client interactions.
• Cross‑referencing clients where appropriate to Handelsbanken branches for banking services.
• Develop and manage client relationships in an efficient, ethical and compliant manner, leading to high levels of client satisfaction and enhancing the reputation of Handelsbanken in the UK.

Person Specification

• Strong academic background.
• Professionally qualified (or nearly qualified) to QCF Level 6 and holding a valid Statement of Professional Standing (SPS).

Experience

• Professional background 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.
• Team player; Client Directors must work in partnership with Handelsbanken branch colleagues and technical specialists in delivering client services, placing client needs and welfare ahead of personal or business objectives.

Contact

Please send your CV and covering letter to [e-mail].

Equal opportunity employer: Handelsbanken is committed to diversity and inclusiveness. All applicants will be treated fairly and will not be discriminated on the basis of race, color, religion, sex, sexual orientation, gender identity, disability, or any other statutory protected characteristic.