Fiduciary Wealth Management is a leading financial services provider based in Gibraltar. We are seeking a Private Client Relationship Manager to join our growing team.
The ideal candidate will be an ambitious, driven individual able to work efficiently and professionally in a fast-paced environment.
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.
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.
Salary range £32k-£40k dependent on experience.
If you think you have the experience and attributes listed above then please get in touch.
Fiduciary Wealth is an independent wealth management advisory firm specialising in helping clients achieve their goals of building, protecting and managing their wealth.
Best described as a boutique practice our business model is characterised by high client interaction and long term mutually beneficial relationships. We provide complete solutions through a single point of contact and aim to make a positive difference in shaping the wealth of the Expatriate community.