Client Director - East Midlands

We are looking for a new Client Director to join our team in the East Midlands. You must be readily available to travel to around Nottinghamshire, Leicestershire, Derbyshire and Lincolnshire to visit clients.

Responsibilities

• Build effective relationships across the Handelsbanken branch network to develop new business
• Attract and develop new client relationships with wealth management and banking needs from outside of the group
• Provide wealth management services to clients, supported by a team of specialist tax, pension and investment management professionals within Handelsbanken Wealth Management
• Provide wealth planning input personally (both to new clients and to existing clients who opt for continuing advisory mandates)
• Establish and maintain a detailed understanding of client risk attitude and capacity to enable advice to be given on the suitability of investment strategies
• Understand the Handelsbanken Wealth investment proposition and strategy characteristics to be able to explain and advise clients and prospective clients in this area
• Call in structuring specialists (the advice team is split between London and Tunbridge Wells, and covers tax, pension and inheritance planning) as required and coordinate the client interactions
• Cross‑referring clients where appropriate to the Handelsbanken branches for banking services
• Develop and manage client relationships in an efficient, ethical and compliant manner which will lead to high levels of client satisfaction and enhance the reputation of Handelsbanken in the UK

Qualifications

• Financial Planning Certificate level 4
• Professional background gained in investment management, financial advisory, law, tax or private banking environments
• Comprehensive experience in client development, gaining and managing complex HNW/UHNW clients who are prepared to give discretion over their investment management needs
• Ability to add value to the client relationship through the delivery of holistic wealth planning advice – beyond investment in isolation
• Strong networking skills and ability to build enduring relationships with colleagues, third‑party introducers and clients
• A team player; Client Directors must work in partnership with Handelsbanken branch colleagues along with our technical specialists in the delivery of client services. The cultural imperative is to place the client’s needs and welfare ahead of any more limited personal or business objectives
• Applications are also welcomed from experienced financial services sector candidates whose next step would be a development Client Director role

Benefits

• Wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development
• Competitive salary and an extensive range of benefits including private medical insurance, income protection and life assurance
• A market‑leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds)

Equal Employment Opportunity Statement

The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio‑economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.