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
