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21 days ago
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Client Services Executive - Client Management


SRGEurope
Salary: Competitve Salary + Benefits
Location: London City
Job type: Permanent
Contact: Angelique Pearson
Category: Finance Office Jobs
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Client Services Executive - Client Management | Competitive Salary, Benefits | Finance | Gibraltar

SRGEurope has been appointed to recruit a Client Services Executive for a privately owned company with its head office based in Gibraltar.

The Client Services Executive position will suit someone with previous experience within this sector ideally as a Paraplanner or working closely with teams of IFAs. You will be looking to take that next step in your career within Financial Services and want that to be within a dynamic team.

Client Services Executive - Trading & Client Management Responsibilities:

  • Lead and take responsibility for security trading
  • Provide admin support to Directors where required
  • Processing Corporate actions
  • Research investment products to measure suitability for trading
  • Production of portfolio recommendations and additional reports
  • Management of small client accounts with a view to building their own client portfolio
  • Manage investment of monthly regular payments
  • Deal with a range of enquiries from existing clients and intermediaries
  • Assist with the conversion of prospects into fee paying clients
  • Work collaboratively with colleagues within the client services team
  • Contribute and play a role in ongoing Business development
  • Ad hoc tasks to support Directors

Client Services Executive - Trading & Client Management Requirements:

  • Experience, understanding and knowledge in Financial Services, specifically to pensions and investments
  • Worked in a sales environment in a client facing role
  • Some knowledge of funds and trading process, this can be taught once in the seat
  • Previous experience as a junior IFA, Paraplanner or similar
  • Would suit a qualified IFA or near qualified looking to be more back office
  • Ideally some experience or knowledge of Bloomberg
  • Self-driven, ambitious, energetic & results-oriented

Why Gibraltar?

Gibraltar is a British Overseas Territory on the edge of the Iberian Peninsula neighbouring Southern Spain. It boasts 300 days of sunshine per year, a relaxed out of work lifestyle and is easily accessible to the rest of Europe from Gibraltar and Malaga airports. The primary currency in Gibraltar is pounds/sterling and there are excellent English speaking schools if you are relocating with your family. We will help you with your relocation process about which you can read here: javascript:void(0);

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more or call us for Gibraltar, for UKwe look forward to hearing from you.

We have a variety of jobs ranging from £25k-£150k, so if this one is not suitable please visit our website javascript:void(0); for other exciting opportunities you can apply for.

INVESTMENTS | CLIENT SERVICES | PENSIONS| GIBRALTAR

Client Services Executive - Client Management | Competitive Salary, Benefits | Finance | Gibraltar

SRGEurope has been appointed to recruit a Client Services Executive for a privately owned company with its head office based in Gibraltar.

The Client Services Executive position will suit someone with previous experience within this sector ideally as a Paraplanner or working closely with teams of IFAs. You will be looking to take that next step in your career within Financial Services and want that to be within a dynamic team.

Client Services Executive - Trading & Client Management Responsibilities:

  • Lead and take responsibility for security trading
  • Provide admin support to Directors where required
  • Processing Corporate actions
  • Research investment products to measure suitability for trading
  • Production of portfolio recommendations and additional reports
  • Management of small client accounts with a view to building their own client portfolio
  • Manage investment of monthly regular payments
  • Deal with a range of enquiries from existing clients and intermediaries
  • Assist with the conversion of prospects into fee paying clients
  • Work collaboratively with colleagues within the client services team
  • Contribute and play a role in ongoing Business development
  • Ad hoc tasks to support Directors

Client Services Executive - Trading & Client Management Requirements:

  • Experience, understanding and knowledge in Financial Services, specifically to pensions and investments
  • Worked in a sales environment in a client facing role
  • Some knowledge of funds and trading process, this can be taught once in the seat
  • Previous experience as a junior IFA, Paraplanner or similar
  • Would suit a qualified IFA or near qualified looking to be more back office
  • Ideally some experience or knowledge of Bloomberg
  • Self-driven, ambitious, energetic & results-oriented

Why Gibraltar?

Gibraltar is a British Overseas Territory on the edge of the Iberian Peninsula neighbouring Southern Spain. It boasts 300 days of sunshine per year, a relaxed out of work lifestyle and is easily accessible to the rest of Europe from Gibraltar and Malaga airports. The primary currency in Gibraltar is pounds/sterling and there are excellent English speaking schools if you are relocating with your family. We will help you with your relocation process about which you can read here: javascript:void(0);

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more or call us for Gibraltar, for UKwe look forward to hearing from you.

We have a variety of jobs ranging from £25k-£150k, so if this one is not suitable please visit our website javascript:void(0); for other exciting opportunities you can apply for.

INVESTMENTS | CLIENT SERVICES | PENSIONS| GIBRALTAR


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