Wealth Management: Associate Client Director

Handelsbanken; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading relationship bank is looking to hire an Associate Client Director for their Wealth Management team to assist with high net worth clients. Responsibilities include supporting Client Directors in client meetings, managing client queries, and ensuring compliance with regulations. Ideal candidates should have experience in wealth management and strong numeracy skills, with a proactive approach to work. This role is based in Tunbridge Wells or London with occasional travel required.

Benefits

Competitive Salary

Private medical insurance

Income protection and life assurance

Market-leading pension contribution of 15%

Qualifications

• Ability to effectively manage relationships with clients and staff.
• Experience handling sensitive information with confidentiality.
• Ability to work under pressure and meet tight deadlines.

Responsibilities

• Assist Client Directors with private wealth management client activities.
• Act as a first point of contact for client queries and resolutions.
• Build and maintain relationships with Handelsbanken branches and customers.

Skills

Thorough understanding of investment and financial planning

Proven experience in the wealth management sector

Strong numeracy skills

Proactive approach and self-motivation

Education

Experience in wealth management

Tools

Voyant

FE Analytics

Job description

A leading relationship bank is looking to hire an Associate Client Director for their Wealth Management team to assist with high net worth clients. Responsibilities include supporting Client Directors in client meetings, managing client queries, and ensuring compliance with regulations. Ideal candidates should have experience in wealth management and strong numeracy skills, with a proactive approach to work. This role is based in Tunbridge Wells or London with occasional travel required.