Private Client Relationship Manager

Firma: CV-Library
Druh práce: Plný úvazek
GBP 32 000 - GBP 40 000 / Rok

This opportunity is based in the British Overseas Territory of Gibraltar which is based in the Mediterranean. You will:

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.

Person Profile:

Personality: Self-driven, ambitious, energetic, results-oriented, willing to go the extra mile, ethical, with a positive outlook and a clear focus on driving goals. A good empathic communicator well presented, businesslike and accountable. Able to get on with others and be a team-player.

Business and Selling Skills: Must be an excellent face-to-face, telephone and written communicator. Able to demonstrate success and experience at achieving genuine sales targets in financial services environment.

Organizational Skills: Must be accurate, numerate, able to prioritise work and ensure new business is processed quickly and efficiently.

Communication Skills: Must be able to communicate clearly 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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