Client Services Executive - Trading & Client Management

Job Type:
Job Sector:
Financial Services
Salary Description:
Competitve Salary + Benefits
Job Ref:

Client Services Executive – Trading & Client Management | Competitive Salary, Bonus, Benefits | Finance | Gibraltar

SRGEurope has been appointed to recruit a Client Services Executive for a privately owned company with its head office based in Gibraltar.

The Client Services Executive position will suit someone with previous experience within this sector and looking to build on their career within Financial Services.

Client Services Executive – Trading & Client Management 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

Client Services Executive – Trading & Client Management Requirements:


Experience, understanding and knowledge in Financial Services, specifically to pensions and investments

Worked in a sales environment in a client facing role

Knowledge of funds and trading process

Previous experience as a junior IFA, paraplanner or similar desirable including fully qualified IFA.

Ideally some experience or knowledge of Bloomberg

Self-driven, ambitious, energetic & results-oriented

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more e-mail us at or call us for Gibraltar +350 200 69999, for UK 0207 183 6462 we look forward to hearing from you.

We have a variety of jobs ranging from �25k-�150k, so if this one is not suitable please visit our website for other exciting opportunities you can apply for.


Contact Details:
Tel: 0035020069999
Contact: Ebony Jacks

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