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Join Fiduciary Wealth Management

Fiduciary Wealth is a leading provider of international tax planning and cross border wealth management advice to the expatriate community in Spain. Affiliated to Gibraltar’s oldest legal practice ISOLAS 1892 we have a reputation for delivering innovative financial solutions whilst maintaining traditional values.

Where we differ from most of our competitors is that we are a values driven wealth management business with a strong culture of ethics deeply embedded in the company and an unwavering belief that we should serve clients based on the mantra of integrity, exceptional service and quality of financial advice. We care passionately about our clients and doing what is right for them.

If this feels like the type of organisation you could thrive in then this may be the opportunity for you.

VACANCIES

Business Support Executive
Business Support Executive

Fiduciary Wealth are seeking exceptional applicants for the position of Business Support Executive within our Gibraltar office. 

This role will involve supporting multiple areas of our business therefore we are looking for a talented, adaptable individual who would thrive in a busy, fast-paced office. 

Key responsibilities

  • New business processing including taking responsibility for the full client on-boarding process
  • Assisting with the security trading including preparation and issue of trade instructons and four eyes verification of instructions
  • Point of contact for all non-advisory client queries
  • Settling of invoices and making payments
  • Posting quarterly valuations to client portals
  • Completion of annual client suitability reports
  • Ad hoc duties to support Head of Client Services and the Directors

The successful applicant will work within the Client Services team and be prepared to take on responsibility, work unsupervised and be comfortable dealing with people at all levels. The role will be varied and will involve self management as well as supporting colleagues.

We are looking for someone with enthusiasm and drive who can work quickly and accurately but also able to think logically and clearly to address challenges and provide workable solutions. 

The ideal candidate would have a minimum of 4 years experience in financial services. 

Salary
DOE

If you think you have the experience and attributes listed above then please get in touch careers@fiduciarywealth.gi.

Private Client Relationship Manager Image

Private Client Relationship Manager

We are seeking a Private Client Relationship Manager based in our Gibraltar office.

This vacancy would suit someone looking to build on their career in Financial Services. The ideal candidate would have experience within this sector and have the drive and ambition required to work in a professional, fast-paced environment.

This role is very demanding, the candidate would need to be comfortable taking on individual responsibility while working as part of the overall team.

Key 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

Experience

  • Minimum 4 years experience, understanding and knowledge in Financial Services, specifically to pensions and investments
  • Previous experience as a junior IFA, paraplanner or similar desirable including fully qualified IFA
  • Worked in a sales environment in a client facing role
  • Knowledge of funds and trading process
  • Ideally some experience or knowledge of Bloomberg

Person Profile

We are looking for someone who is aiming to progress in their career and wishes to take this opportunity to learn all facets of the business.

The ideal applicant would be self-driven, ambitious, energetic, results-oriented, willing to go the extra mile, ethical, with a positive outlook and a clear focus on driving goals.

The role requires an individual with flexibility, excellent communication skills, a strong team player and the work ethic to fit into a high performing team.

They must be accurate, numerate and able to prioritize work to ensure delivery is produced efficiently and accurately. The individual should be commercially thinking and able to contribute actively at team meetings.

Salary
DOE

If you think you have the experience and attributes listed above then please get in touch careers@fiduciarywealth.gi.

Private Client Relationship Manager Image
Independent Financial Adviser

We are looking to recruit an exceptional IFA to contribute to the ongoing success of Fiduciary Wealth Management. 

The role will be to provide a range of tax led wealth management solutions, asset management and independent financial services to prospects and clients in accordance with agreed business plans. 

Key responsibilities

  • To maintain and develop the size and quality of the prospects, clients and intermediary network base through the initiation of new relationships and deepening of existing ones in order to maximise income streams.

  • Achieve quarterly sales targets.

  • Respond to and follow up sales enquiries by, telephone, email and personal visits.

  • Build profitable relationships with prospects and clients by understanding their financial needs and providing appropriate solutions.

  • To advise clients across the whole spectrum of their wealth as well as discuss developments in the economy and financial markets.

  • Ensure all sales and regulatory data is accurately recorded and presented in a timely manner.

  • Lead and assist in the drafting of editorial content, blogs and adverts and any other related marketing activity

Personality

Self-driven, with a positive outlook, and a clear focus on providing high quality advice. A natural forward planner who critically assesses own performance. Mature, credible, and comfortable in dealing with all types of prospects and clients. Reliable, tolerant, and determined. 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 a financial services environment. Must possess relevant qualifications to satisfy regulatory requirements. Results driven with an entrepreneurial spirit and a successful track record in sales.

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. Must have excellent communication, interpersonal and presentation skills. Expected to take an active role at team meetings to progress common goals.

  • Result-orientated (“hunter”) with an entrepreneurial spirit and a successful track record in sales
  • Self starter with an outgoing and friendly personality
  • Excellent communication, interpersonal and presentation skills
  • Able to advise clients across the whole spectrum of their wealth as well as discuss developments in the economy and financial markets

Salary
DOE

If you think you have the experience and attributes listed above then please get in touch careers@fiduciarywealth.gi.