Private Banking Assistant
Heartwood is a successful financial services business. We have two operating divisions: Heartwood Investment Management (HIM) and Private Wealth Management. HIM specialises in offering investment services to private clients, Intermediaries and charities.
Heartwood was recently acquired by the Swedish bank Handelsbanken, and is now a wholly-owned subsidiary of the bank, forming the foundation of Handelsbanken’s UK wealth management offering. Heartwood and Handelsbanken share a similar focus on long-term client relationships and high service standards, and both parties see this as an ideal match at the right time for both businesses, creating a uniquely customer-led banking, wealth and investment management service.
We have developed a market leading position in providing integrated wealth structuring solutions for sophisticated private clients (including private equity partners, leading investment bankers and FTSE 100 CEOs and CFOs) and have an increasing reputation for multi-asset class investment management (which we offer to our own private clients as well as through our fast-growing intermediary and charity segments). Our success is evidenced by the significant organic growth we have achieved in recent years. We now have over £1.6bn of Client Funds under Management and Administration.
We have a strong collegiate culture and a flat management structure. At Heartwood, you'll find a challenging, stimulating and enjoyable work environment that encourages you to make the most of your potential. We currently have two offices in London and Tunbridge Wells, with over 85 staff divided between the two locations.
The successful candidate will be based in the Tunbridge Wells Office, supporting the Client Director in their client activities for UHNW “Family Office” clients with complex investment and wealth advisory needs.
Responsibilities:
- Assisting Client Director's in the preparation of formal review and ad-hoc meetings. Attending meetings to take minutes and agree actions. Recording and maintaining client investment suitability records.
- Acting as the first point of liaison for general client queries. Implementing actions or, in the case of advice or dealing requirements, passing instructions to the appropriate team member.
- Monitoring progress and implementation of agreed client actions from review meetings and other client contact; liaising with technical specialists, Investment Managers (or designated Associates) and Operations team.
- Development and delivery of complex wealth advisory reporting to clients in a robust and effective manner.
- Supporting Client Director's with sales activities, through assistance with lead management, client events, presentation and other sales activity
- Assisting with the needs of wider members of wealthy families and acting as their principle regulated adviser.
Academic:
- Good secondary education i.e. primarily As and Bs at A level or equivalent
- University education - 2.1 or 1st class degree (preferred but not essential)
- Advisor qualified (Minimum QCF Level 4 e.g. CII Diploma in Regulated Financial Planning) or part-qualified with experience in investment/financial planning and a desire to become qualified as quickly as practical.
- Strong numeracy skills
Experience:
- Thorough understanding of investment and financial planning principles and processes
- Proven experience within the wealth management sector
- Confidence to liaise with staff and external parties at all levels
Skills:
- Excel Skills – Intermediate
- Word Skills - Intermediate
- PowerPoint Skills – Intermediate
- Interpersonal Skills:
- Strong written and verbal communication skills
- Self-confidence and self-motivation
- Good problem-solving and decision-making abilities
- Attention to detail and accuracy
- Time management
- Ability to maintain confidentiality
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