Wealth Management Associate Director – Private Clients

Handelsbanken; Greater London; Hybrid; GBP 45,000 - GBP 75,000; Full time

Job summary

A leading relationship bank in the UK is seeking an Associate Client Director in Wealth Management. This role involves assisting Client Directors with high net worth clients' investment and advisory needs. The successful candidate will effectively manage client queries, maintain client records, and support sales activities. Ideal candidates have proven experience in wealth management and excellent communication and numeracy skills. A competitive salary and extensive benefits package are offered, emphasizing a long-term career with the bank.

Benefits

Private medical insurance

Income protection

Life assurance

Market-leading pension contribution

Qualifications

• Proven experience within the wealth management sector is essential.
• Ability to work under pressure and meet tight deadlines demonstrating good time management and organization skills.
• Confidence to liaise with staff and external parties at all levels.

Responsibilities

• Assist Client Directors with client activities for high net worth clients.
• Act as the first point of contact for client queries, resolving issues.
• Support Client Directors with sales activities and proposals.

Skills

Understanding of investment and financial planning

Experience in wealth management sector

Strong numeracy skills

Problem-solving abilities

Ability to manage relationships

Tools

Voyant

FE Analytics

Job description

A leading relationship bank in the UK is seeking an Associate Client Director in Wealth Management. This role involves assisting Client Directors with high net worth clients' investment and advisory needs. The successful candidate will effectively manage client queries, maintain client records, and support sales activities. Ideal candidates have proven experience in wealth management and excellent communication and numeracy skills. A competitive salary and extensive benefits package are offered, emphasizing a long-term career with the bank.