Job: Client Relationship Manager

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  • Title Client Relationship Manager
    Categories Latest Jobs in Gibraltar
    Salary DOE
    Location Gibraltar
    Job Information

    Client Relationship Manager to work in a private wealth and financial planning organisation based in Gibraltar

    Job Role:

    • To provide on-going logistical support to the Managing Director in the management of existing client relationships and developing new business opportunities
    • Manage a small pool of client relationships on behalf of the Managing Director
    • Screen all 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 Managing Director in the nurturing of existing intermediary relationships and developing new distribution channels
    • Conduct annual reviews and prepare annual suitability reports on behalf of MD
    • Prepare trading instructions for pool of clients
    • Ensure all sales and regulatory data is accurately recorded and presented in a timely manner

    Experience:

    • 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
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