Client Services Executive - Client Management

Job Details

Gibraltar Salary: Competitve Salary + Benefits
Sector: Accounting & Finance Type: Permanent
Start Date: ASAP Contact: Angelique Pearson

Client Services Executive - Client Management | Competitive Salary, Benefits | Finance | Gibraltar

SRGEurope has been appointed to recruit a Client Services Executive for a privately owned company with its head office based in Gibraltar.

The Client Services Executive position will suit someone with previous experience within this sector ideally as a Paraplanner or working closely with teams of IFAs. You will be looking to take that next step in your career within Financial Services and want that to be within a dynamic team.

Client Services Executive - Trading & Client Management Responsibilities:

  • Lead and take responsibility for security trading
  • Provide admin support to Directors where required
  • Processing Corporate actions
  • Research investment products to measure suitability for trading
  • Production of portfolio recommendations and additional reports
  • Management of small client accounts with a view to building their own client portfolio
  • Manage investment of monthly regular payments
  • Deal with a range of enquiries from existing clients and intermediaries
  • Assist with the conversion of prospects into fee paying clients
  • Work collaboratively with colleagues within the client services team
  • Contribute and play a role in ongoing Business development
  • Ad hoc tasks to support Directors

Client Services Executive - Trading & Client Management Requirements:

  • Experience, understanding and knowledge in Financial Services, specifically to pensions and investments
  • Worked in a sales environment in a client facing role
  • Some knowledge of funds and trading process, this can be taught once in the seat
  • Previous experience as a junior IFA, Paraplanner or similar
  • Would suit a qualified IFA or near qualified looking to be more back office
  • Ideally some experience or knowledge of Bloomberg
  • Self-driven, ambitious, energetic & results-oriented

Why Gibraltar?

Gibraltar is a British Overseas Territory on the edge of the Iberian Peninsula neighbouring Southern Spain. It boasts 300 days of sunshine per year, a relaxed out of work lifestyle and is easily accessible to the rest of Europe from Gibraltar and Malaga airports. The primary currency in Gibraltar is pounds/sterling and there are excellent English speaking schools if you are relocating with your family. We will help you with your relocation process about which you can read here:

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more e-mail us at or call us for Gibraltar +350 200 69999, for UK 0207 183 6462 we look forward to hearing from you.


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