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.
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 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.
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.
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.
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.