South Client Director – Wealth & Banking Growth

Handelsbanken; Greater London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading wealth management firm in the UK is seeking a Client Director in the South East. This role focuses on developing and managing client relationships while providing tailored wealth management services. The ideal candidate will possess expertise in financial planning and client development, along with strong networking abilities. This permanent position offers a competitive salary, extensive benefits including a 15% pension contribution, and opportunities for professional growth. Applications are encouraged from diverse backgrounds.

Benefits

Private medical insurance

Income protection

Life assurance

Market-leading pension contribution

Qualifications

• Comprehensive experience in client development with complex HNW/UHNW clients.
• Ability to deliver holistic wealth planning advice beyond isolated investments.
• Strong networking skills for building relationships with clients and colleagues.

Responsibilities

• Develop and manage client relationships for banking and wealth management.
• Provide wealth management services with specialist support.
• Attract new clients and develop business through the branch network.

Skills

Financial Planning Certificate level 4

Client development

Networking skills

Team player

Education

Professional background in investment management or financial advisory

Job description

A leading wealth management firm in the UK is seeking a Client Director in the South East. This role focuses on developing and managing client relationships while providing tailored wealth management services. The ideal candidate will possess expertise in financial planning and client development, along with strong networking abilities. This permanent position offers a competitive salary, extensive benefits including a 15% pension contribution, and opportunities for professional growth. Applications are encouraged from diverse backgrounds.