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


  • Start: ASAP
  • Rate: Up to £36000 per annum + Competitive + Benefits
  • Location: Gibraltar, Gibraltar
  • Type: Permanent
  • Industry: Finance
  • Recruiter: SRGEurope
  • Tel: 0035020069999
  • Email: to view click here
  • Posted: 2020-11-05 08:34:26 -

  • View all Jobs from SRGEurope


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