Private Client Relationship Manager

We are recruiting for a Private Client Relationship Manager to join our growing team based in our Gibraltar Office.

The ideal candidate will be an ambitious, driven individual able to work efficiently and professionally in a fast-paced environment.

Key responsibilities

  • Manage a small pool of client relationships on behalf of the Director.
  • Screen new enquiries and help convert prospects into paying customers.
  • Ensure Business Development & Marketing Plans are executed on time, within budget and produce the desired sales outcomes.
  • Assist the Head of Client Services in the nurturing of existing intermediary relationships and developing new distribution channels.
  • Conduct annual reviews and prepare annual suitability reports.
  • Prepare and execute trading instructions for pool of clients.
  • Ad hoc tasks to support the Head of Client Services.

Experience

  • Worked in Financial Services for at least 5 years preferably 10 years.
  • Must be well educated with graduate qualifications desirable. Prepared to study to obtain the Diploma in Financial Services Level 4 within 48 months of appointment.
  • Worked in a sales environment with business development experience.
  • The ideal candidate will be self-driven, ambitious, energetic, results-orientated, willing to go the extra mile with a positive outlook and clear focus on driving goals.
  • They must be able to clearly communicate with management and colleagues to ensure objectives are achieved. Expected to take an active role at team meetings to progress common goals. 

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