Associate Client Director, Wealth Management - Manchester, England

Only for registered members Manchester, England, United Kingdom

3 days ago

Default job background

Job summary

We are recruiting 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 London, Tunbridge Wells or Manchester office.

Key responsibilities include proactively arranging and assisting Client Directors in the preparation of formal reviews and ad-hoc client meetings; acting as the first point of contact for client queries; monitoring progress and implementation of agreed client actions from review meetings and other client contact; maintaining strong relationships with Handelsbanken branches internal teams and customers.


Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Manchester

    We are seeking 6 enthusiastic Wealth Management Operations Associates to join their vibrant team in the heart of City Centre, Manchester. ...

  • Only for registered members Manchester

    We have an exciting opportunity for an Associate, Wealth Management to join the team in our Manchester office.The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues in Wealth Management. · ...

  • Only for registered members Manchester, England

    We are seeking enthusiastic Wealth Management Operations Associates to join our vibrant team in Manchester. · Validating and executing financial transactions with precision. · Maintaining accurate client records and transaction data. · Performing daily reconciliations to ensure s ...

  • Only for registered members Manchester

    The Manchester office is looking for a Director to take on leadership of the Charity proposition in the Northwest.The successful candidate will help develop strong partnerships with existing and potential charity clients,tailoring and actively managing investment portfolios to me ...

  • Only for registered members Manchester

    We are selecting a small group of high-potential trainees to join our elite programme at deVere Investment Ltd in Mauritius offering flights assistance intensive hands-on training competitive package performance-based bonuses strong communicators problem-solving skills ambitious ...

  • Only for registered members Manchester

    We are seeking a Wealth Management Operations Associate to join a high-performing Operations team supporting Wealth Services. This role is ideal for individuals with a background in banking operations, payments, transfers, transaction processing or complex customer/client case ha ...

  • Only for registered members Manchester Full time

    Our Insurance and Asset & Wealth Management (I&AWM) practice partners with leading financial services firms to help them manage risk. · ...

  • Paraplaner

    2 days ago

    Only for registered members Manchester

    We are seeking a dedicated and detail-oriented Paraplanner to join our team on a full-time basis. This role involves supporting financial advisors in delivering comprehensive financial planning services. · Supporting financial advisors in creating tailored client strategies. · Co ...

  • Only for registered members Manchester

    We seek an Employee Benefits Consultant to build and lead our employee benefits practice.This role is growth-oriented and client-facing—focused on developing new business relationships while serving as a trusted advisor to employer clients. · ...

  • Only for registered members Manchester £30,000 - £35,000 (GBP)

    The person who can take the pressure off. Who understands that client service starts with accuracy, speed, and proactivity. · $30,000–$35,000 DOE · 33 days holiday (25 + bank hols) · Hybrid working (3 days office, 2 days home) · Pension,<Death in Service & career path · A team th ...

  • Only for registered members Manchester, England

    We are seeking an experienced Employee Benefits Consultant to help build and lead the next phase of our employee benefits practice. · This is a high-impact opportunity for a consultant who wants to shape strategy, drive growth, and influence the long-term direction of the firm. D ...

  • Only for registered members Manchester

    We're a lifestyle financial planning firm with big growth ambitions. For us, growth isn't just about numbers, it's about constantly improving the way we work for both our clients and our team. · ...

  • Only for registered members Manchester, England

    We're a lifestyle financial planning firm with big growth ambitions. For us, growth isn't just about numbers, it's about constantly improving the way we work for both our clients and our team. · You'll play a key role in supporting our clients, being a first point of contact and ...

  • Only for registered members Manchester

    A Digital Wealth Management house require permanent, · Senior Salesforce Engineer. · Design development testing · & change management of the Salesforce platform. · ...

  • Wealth Analyst

    1 week ago

    Only for registered members Manchester

    Wealth Analyst · Hone your interpersonal skills as you build and maintain strong relationships with our clients · You'll have the opportunity to utilise your CISI Level 4 qualification as we'll support you with professional training and development · We'll look to you to demonstr ...

  • Only for registered members Manchester Full time

    J.P Morgan is actively seeking talented individuals to join their dynamic team within the EMEA Private Banking business in Manchester. As a Wealth Advisor, you will work alongside colleagues to provide first-class experiences for clients and help them plan for their wealth's futu ...

  • Only for registered members Manchester

    This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business. · We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class exp ...

  • Only for registered members Manchester Full time

    BNY is a leading global financial services company that influences nearly 20% of the world's investible assets. We're seeking a Vice President, Cash Management Manager to join our Wealth Services Operations team in Manchester. · We're looking for someone with proven leadership ex ...

  • Only for registered members Manchester

    We're seeking a future team member for the role of Vice President, Cash Management Manager to join our Wealth Services Operations team.This role is based in Manchester. · ...

  • Cooper Parry Manchester

    Business Development Director – Wealth Management · We are seeking a motivated and experienced Business Development Director to join our team at Cooper Parry Wealth. · Lead go-to-market activity across the North, collaborating with central marketing on aligned campaigns, events a ...