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Private Client Relationship Manager

Private Client Relationship Manager

Posted 31 May by Premier Jobs UK Limited
Easy Apply Ended

Are you looking for a Private Client Relationship Manager within a respected international wealth management firm based in Gibraltar?

The Company

Our client is an authorised Wealth Management firm with a strong reputation for providing financial planning advice with traditional client values and ethics. They have an enviable and respected brand name within the ex-pat community throughout Spain, UK, Gibraltar and Portugal. They are looking to recruit a Private Client Relationship Manager

Private Client Relationship Manager

Your role will be focused on shadowing their Senior Financial Advisers to support them through providing paraplanning support and assisting on existing client relationships. Plus, you will be identifying ways to develop new clients, in order to start building your own clients. Therefore, the Private Client Relationship Manager duties could include:

  • Managing a small pool of client relationships on behalf of the Director
  • Ensuring business development and marketing plans are completed on time, within budget and achieve desired outcomes
  • Assist in nurturing new relationships
  • Conduct annual reviews and prepare suitability reports

Requirements to be considered - Private Client Relationship Manager

  • Must be professional and show proven ability to close a deal
  • Need to have 3 - 5 years Financial Services experience
  • Must have a genuine reason for wanting to move to Costa Del Sol (office-based role)
  • Current Financial Services Business Development Managers within investment market would be considered
  • Current Paraplanners would be considered


  • Salary of £30,000 - £40,000 pa
  • Respected international wealth management firm
  • Office based role in Gibraltar working within a busy and friendly team
  • Supporting experienced individuals including the Managing Director


  • Gibraltar
  • Southern Spain (e.g. Marbella)

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Reference: 38109795

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