Job Introduction

Handelsbanken offers a genuinely different approach to banking. We are a local relationship bank providing bespoke, customer-led banking and wealth management services for personal and corporate customers.

Our branch teams build trusted, long-term relationships with customers in their local communities. With our decentralised ways of working, decisions are made in the branch, close to the customers. Teams decide who they work with and how best to support them, without short-term sales targets or bonus-driven incentives. Instead, we focus on doing what is right for the customer, even when that means prioritising long-term value over short-term profit.

This approach has underpinned our success for decades. Today, Handelsbanken holds the strongest credit rating among its peer banks, is independently recognised as Europe’s safest commercial bank, and is consistently ranked highly for customer satisfaction and relationship banking.

Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions and build long-term careers. We look for people who share our long-term vision, want to grow and want to make a meaningful impact in their local community and with the Bank.

Check our Handelsbanken website for further information.

The opportunity

We are looking for an Associate Client Director to join the Handelsbanken Wealth team to assist Client Directors with their Private Wealth Management client activities for high net worth clients with investment and wealth advisory needs.

This role is based in our Manchester office with the requirement for the successful candidate to travel to the other offices (London & Tunbridge Wells) on occasion.

Key responsibilities

• Proactively arranging and assisting Client Directors in the preparation of formal reviews and ad-hoc client meetings. Attending some meetings with Client Directors, minute taking and action tracking. Recording and maintaining client investment suitability records.
• Acting as the first point of contact for client queries, resolving and escalating requests. Dealing with internal teams to help implement advice, dealing instructions and other ad hoc queries.
• Monitoring progress and implementation of agreed client actions from review meetings and other client contact; liaising with technical specialists, Investment Managers, Operations team and third parties.
• Maintenance of client records and liaising with Operations regarding data amendments.
• Supporting Client Directors with sales activities, through assistance with lead management, client events, presentations and other sales activities. Assisting with the drafting of service proposals, route maps and suitability reviews for the Client Director to review and progress.
• Building and maintaining strong relationships with Handelsbanken branches, internal teams and their customers.
• Dealing with any clients’ objections and complaints effectively, promptly and in accordance with regulatory requirements and Handelsbanken’s processes, principles, culture and ethics.
• Ensuring client data, instructions and monies are managed in a securely, accurate and timely manner.
• Ensuring AML guidelines are followed and evidence saved down correctly on clients’ files.
• Introducing and developing new client opportunities for Handelsbanken Wealth where a Private Wealth Management service is appropriate.