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.
Business Support Executive
Fiduciary Wealth are seeking exceptional applicants for the role of Business Support Executive within our Gibraltar office.
This is a varied role which will include supporting multiples areas of the business. We are looking for someone with experience within Financial Services who has the knowledge and ability to take on responsibility for these tasks and execute in a timely manner.
Minimum 4 years’ experience in Financial Services, specifically wealth management or similar.
Previous experience of dealing directly with clients.
Experience or knowledge of trading processes and funds.
Proven track record in the delivery and execution of projects.
Experience of compliance related tasks would be beneficial.
Applicants must be comfortable working on their own and in collaboration with others to achieve results. Fiercely driven with a can-do attitude, the perfect candidate would be capable of taking on full responsibility for tasks that they can complete with minimal supervision.
The role requires flexibility and the successful candidate would need to be adaptable to contribute where business needs require. We are looking for someone who can take on the role and operate immediately without the need for extensive training.
The ideal applicant would be ambitious, hard-working, driven with a clear focus on delivering a high quality and accurate performance.
If you think you have the experience and attributes listed above then please get in touch careers@fwm.gi
Client Services & Investment Executive
We are seeking a Client Services & Investment Executive based in our Gibraltar office.
To provide on-going logistical support in the management of existing client relationships and to take responsibility for all aspects of the investment management process.
Provide client support to all existing clients on all non-advisory matters ensuring company SLAs are met.
Management of client requests to enhance relationships and to ensure first class client service provided.
Liaise with product and service providers to ensure best outcomes for clients.
Communicate clearly with all colleagues to ensure business goals are achieved.
Ensure that all tasks are completed accurately and within a timely manner.
Manage ad hoc and regular withdrawals.
Lead on security trading assisted by colleagues where required.
Assist in posting of documents including quarterly valuations to client portals.
Management of small client portfolios.
Provide admin support to Directors where required.
Provide leadership and guidance to junior client relationship manager including support with technical knowledge and direction throughout trading.
Contribute technical knowledge on UK products including pensions to the team where required.
Processing Corporate actions.
Communicate with external providers and platforms regarding ad hoc and regular requests pertaining to client matters and ensure that they are pushed to deliver fast turnarounds to satisfy internal SLAs
Action in-specie transfers inclusive of transfer of trustees for clients.
Make outbound calls to clients to chase return of documents and acceptance of trading recommendations.
Manage investment of monthly regular payments.
Ensure that internal client database is kept updated and accurate.
Process paperwork and manage procedures for deceased clients.
Ad hoc tasks to support Directors including the research of investments funds using Bloomberg.
Produce portfolio analysis reports on external investment portfolios.
Create PDF client investment portfolios to issue to new clients.
Collate quarterly research material.
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. Capable and comfortable in taking responsibility to achieve desired outcomes and to support Junior Client Relationship Manager.
Experience
Experience and understanding in Financial Services, specifically to pensions and investments with a minimum 5 years industry experience. Worked previously in a client facing role. Knowledge of funds and investments.
Communication Skills
A good empathic communicator, comfortable talking to HNW clients and able to understand issues and how these can be resolved. Able to communicate clearly and firmly to external parties to ensure that our internal SLAs are met. Expected to take an active role at team meetings and be an enthusiastic team member who participates and contributes ideas at team meetings to progress common goals. Should be comfortable across all forms of communication.
Organizational Skills
They must be accurate, numerate and able to prioritize work to ensure delivery is produced efficiently and accurately. The individual should be commercially thinking with a client first approach.
Problem Solving Skills
Able to think logically to find solutions to a variety of issues. Able to research options to assess and identify workable solutions in response to client queries.
Team Player
Mature individual who is comfortable dealing with people at all levels within the organization including senior management. Must be responsible, honest, trustworthy, tolerant and a good communicator who can empathize and get on with others and work as part of a team.
If you think you have the experience and attributes listed above then please get in touch careers@fwm.gi
We are looking to recruit an exceptional Business Development Manager to contribute to the ongoing success of Fiduciary Wealth Management.
The role will be to source business opportunities and drive enquiries that will convert to paying clients for the company.
Develop partnerships and introducers that produce a regular stream of clients in addition to nurturing existing relationships.
Convert leads and enquiries to paying customers.
Achieve quarterly sales targets.
Produce marketing content and material to drive website visitors.
Provide relationship support to existing clients.
Assist with the preparation and execution of trading.
Ad hoc tasks where the company requires.
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
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.
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.
Must be accurate, numerate, able to prioritise work and ensure new business is processed quickly and efficiently.
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.
Salary
DOE
If you think you have the experience and attributes listed above then please get in touch careers@fwm.gi
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