Private Client Relationship Manager

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