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.