Client Services Executive - Trading & Client Management

Job Details

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

Client Services Executive - Trading & Client Management | Competitive Salary, Bonus, 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 and looking to build on their career within Financial Services.



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
  • Knowledge of funds and trading process
  • Previous experience as a junior IFA, paraplanner or similar desirable including fully qualified IFA.
  • Ideally some experience or knowledge of Bloomberg
  • Self-driven, ambitious, energetic & results-oriented



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.


We have a variety of jobs ranging from £25k-£150k, so if this one is not suitable please visit our website for other exciting opportunities you can apply for.




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