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.





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