Wealth Management Associate Director: Client Growth

Handelsbanken; Manchester; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services company is seeking an Associate Client Director in Manchester to support Client Directors in managing high net worth clients. The role involves preparing client meetings, maintaining client investment records, and monitoring client actions. Ideal candidates will have experience in wealth management, strong numeracy skills, and the ability to handle sensitive information confidentially. A competitive salary and extensive benefits package is offered.

Benefits

Private medical insurance

Income protection

Life assurance

15% pension contribution

Qualifications

• Thorough understanding of investment and financial planning principles.
• Proven experience within the wealth management sector is essential.
• Ability to handle sensitive information with confidentiality.

Responsibilities

• Arrange and assist Client Directors in client meetings and reviews.
• Act as first point of contact for client queries and complaints.
• Monitor progress on agreed client actions and maintain records.

Skills

Investment and financial planning principles

Wealth management experience

Strong numeracy skills

Time management and organization skills

Problem-solving abilities

Tools

Voyant

FE Analytics

Job description

A leading financial services company is seeking an Associate Client Director in Manchester to support Client Directors in managing high net worth clients. The role involves preparing client meetings, maintaining client investment records, and monitoring client actions. Ideal candidates will have experience in wealth management, strong numeracy skills, and the ability to handle sensitive information confidentially. A competitive salary and extensive benefits package is offered.