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Private Client Relationship Manager

Private Client Relationship Manager

Posted 7 June by Integrity Resource Solutions

Private Client Relationship Manager

Position: Reports to Managing Director

Location: Gibraltar

My client a wealth management company based in Gibraltar is looking for a Private Client Relationship Manager, to provide on-going logistical support to the Managing Director in the management of existing client relationships and developing new business opportunities.

The role of Private Client Relationship Manager will involve working on:

  • Managing a small pool of client relationships on behalf of the Director
  • Screening all enquiries and helping convert prospects into paying customers
  • Ensuring Business Development and Marketing Plans are executed on time, within budget and produce the desired sales outcomes
  • Assisting the Managing Director in the nurturing of existing intermediary relationships and developing new distribution channels
  • Conducting annual reviews and prepare annual suitability reports on behalf of MD
  • Preparing trading instructions for pool of clients
  • Ensuring all sales and regulatory data is accurately recorded and presented in a timely manner
  • Working collaboratively with colleagues within the client services team.

The ideal candidate for the Private Client Relationship Manager position must have:

  • Worked in Financial Services for at least 5 years
  • Must be well educated with graduate qualifications desirable.
  • Hold or be 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
  • Ad hoc tasks to support the Managing Director achieve organizational objectives

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.
  • Organisational 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.

The successful applicant for the Private Client Relationship Manager role will enjoy a great package with the following benefits:

  • Salary range £30K to £40K dependent on experience
  • Performance related bonus.

If you would like to be considered for the Private Client Relationship Manager position please apply now to be considered and discuss this unique and exciting opportunity.

Required skills

  • Business Development
  • Financial Services
  • Portfolio Management
  • Wealth Management
  • Investment Portfolios

Reference: 38164641

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