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Client Services Executive - Client Management

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.

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.