Relationship Manager

We’re hiring a Relationship Manager to join our client’s team in Gibraltar.

What you’ll do:

• Deliver exceptional service to existing clients (within standard SLA turnaround times).
• Assist with the onboarding of clients where required including the drafting of suitability letters.
• Lead with security trading including the communication with clients and trustees to ensure a speedy and accurate process.
• Research products, providers and investment funds. 
• Liaise with 3rd parties to provide solutions for clients and prospects.
• Maintain and update client records using internal systems.
• Main point of contact for existing clients dealing with on-going servicing and admin support to the Directors.
• Develop strong personal relationships with the companies clients to increase wallet share and develop cross selling opportunities and drive new business referrals.
• Play a key role in the delivery of regular and one-off projects.
• Produce portfolio illustrations.
• Manage all income payments to clients.
• Operate as a “trouble-shooter” in business areas of need.
• Ad-hoc duties to support Directors where required.

What you’ll need:

• Ideally 5 years’ experience in wealth management or similar.
• Self-starter able to work on own initiative and as part of the team.
• Attentive, patient, resourceful, unflappable, tenacious and empathetic to deliver exceptional customer service.
• Strong work ethic.
• Focused, determined and consistent.
• Time management skills.
• Problem-Solving – able to ‘think outside the box’ to resolve challenges.
• Good communication skills – all levels; able to empathise with others.
• Computer literate.
• Highly organised with very good attention to detail.