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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 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.

Experience:

  • 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.

Salary
DOE

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

Private Client Relationship Manager Image

Senior Relationship Manager

We are seeking a Senior 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
  • 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
  • Use knowledge and experience to lead colleagues within the Client Services Team
  • Contribute and play a role in ongoing Business development
  • Ad hoc tasks to support Directors
  • Take responsibility for the delivery of small to medium projects
  • Provide admin support to Directors where required

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@fwm.gi

Private Client Relationship Manager Image
Business Development Manager

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.

Key responsibilities:

  • 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

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@fwm.gi