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Private Client Relationship Manager

Job Details

Gibraltar Salary: Up to £36000 per annum + Competitive + Benefits
Sector: Accounting & Finance Type: Permanent
Start Date: ASAP Contact: Robert Ally

Private Client Relationship Manager | Salary c£30 -36,000 plus commission | Senior Grade (IFA Qualified, Part Qualified or Paraplanner background) | Gibraltar

SRGEurope are recruiting for a senior grade Private Client Relationship Manager (IFA, qualified or Part qualified or Paraplanner background) for one of Gibraltar´s leading Financial Advisory Companies, specialising in trust and tax planning. This is an ideal opportunity to join a niche, slick team of finance professionals working at a fast-pace in the competitive Financial Services industry. Gibraltar offers the perfect lifestyle for Finance Professionals, excellent career prospects plus sunshine 350 days a year, it is an enchanting part of the world.

The successful Client Relationship Manager candidate will benefit from a market-leading brand, large marketing budgets, administration support, and accountancy and legal connections locally and internationally.

Private Client Relationship Manager Key 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

Private Client Relationship Manager Profile:

  • Strong team player, with a positive outlook and a clear focus on driving team and business goals
  • Self-driven, ambitious, energetic, results-oriented, willing to go the extra mile
  • Excellent communication skills, accurate, numerate and able to prioritize work loads
  • Commercially minded and comfortable in contributing actively at team meetings

Private Client Relationship Manager Skills:

  • Minimum 4 years' experience, understanding and knowledge in Financial Services, specifically to pensions and investments
  • Previous experience as a junior IFA, Paraplanner or similar desirable. Fully qualified IFA candidates will also be considered
  • Worked in a sales environment in a client facing role
  • Knowledge of funds and trading process
  • Ideally some experience or knowledge of Bloomberg

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: https://www.srgeurope.com/working-in-gibraltar/relocating-to-gibraltar

For further information about this role and other similar roles in Gibraltar, please contact Rob Ally or a member of the SRG team by email at online@srgeurope.com or call directly +35020069999

Skills: Client Relationship Manager | IFA | Gibraltar | Financial Services | Trusts and Funds | Investor Wealth | HNW