Client Services Executive

€28,000 - €32,000 yearly
  • Fiduciary Wealth Management Limited
  • Gibraltar
  • Nov 16, 2019
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Job Description

Fiduciary Wealth are seeking exceptional applicants for the position of Client Services Executive within our Gibraltar office. 

The ideal candidate would be an ambitious, driven individual who wishes to take on responsibility and would thrive in a busy, fast-paced office. 

Key responsibilities: 

New business processing including taking responsibility for the full client on-boarding process

Maintaining accurate and up to date records in Virtual Cabinet and other databases

Point of contact for all non-advisory client queries

Marketing support

Posted quarterly valuations to client portals

Assist with security trading

Ad hoc duties to support Head of Client Services and the Directors

The ideal candidate would have experience in an investment, bank or IFA environment. They must have a solid grasp of investment products to be able to work quickly and accurately. 

The successful applicant will work within the Client Services team and be prepared to take on responsibility, work unsupervised and be comfortable dealing with people at all levels. We are looking for someone with enthusiasm and drive who can work quickly and accurately but also able to think logically and clearly to address challenges and provide workable solutions. 

Salary £28-£32k

If you think you have the experience and attributes listed above then please get in touch.