Sam Arshad-Roberts
Associate Client Director @Handelsbanken Wealth & Asset Management
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WORK HISTORY
Associate Client Director @Handelsbanken Wealth & Asset Management
Manchester, GB
An associate client director works with several client directors concurrently with the shared goal of realising a client’s financial goals and objectives. The role requires attention to detail in order to keep up with the pace of new enquiries and the regulatory requirements of the FCA. It is a dynamic role in which you can be working on an investment recommendation report one day, to visiting a client the next day for their annual review meeting.
EDUCATION
University of Chester
Bachelor's degree, Accounting and Finance
University of Birmingham
Modern Languages with Business Management
The King's School Chester
A-Levels: French, Chemistry, Maths
ABOUT SAM ARSHAD-ROBERTS
I am currently an associate client director at Handelsbanken Wealth and Asset Management. In my current role I work with three client directors (financial advisers). My daily activities can range from drafting their investment reports and client risk assessments, to completing client trades and queries. I previously came from Handelsbanken plc, the parent company of Handelsbanken Wealth, where I was an assistant banking manager, that involved processing payments and loans, to prospecting new banking clients. It has proven very useful to have worked in both companies, as now, when my client directors and I are onboarding clients from the bank, I can draw on my existing network to aid with efficiently completing client investments.I hold a first-class honors degree in Accounting and Finance from the University of Chester and a Certification in Business Accounting from CIMA. I have completed the CISI Level 4 Investment Advice Diploma (Financial Planning), and will be taking the CISI Level 6 Certificate in Advanced Financial Planning later this year, aiming to subsequently achieve the Certified Financial Planner certification.
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