Fiduciary Wealth Management

Fiduciary Wealth advises across a wide range of financial services from investments, savings and tax wrappers through to insurance, QROPS and pensions. While investment management is our core business, we advise private individuals and businesses on the full spectrum of financial services, including everything from life assurance and private medical cover, right through to mortgages. Furthermore, we offer a full suite of products from different providers, ranging from the most competitively priced to those with the highest quality cover.

Fiduciary Wealth Management Gibraltar
Apr 30, 2020
Full time
Fiduciary Wealth Management is a leading financial services provider based in Gibraltar. We are seeking a Client Services Executive 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...
Fiduciary Wealth Management Gibraltar
Apr 13, 2020
Full time
We are recruiting for an Investment and Trading Executive to join our growing team based in our Gibraltar Office. The ideal candidate will have experience and understanding in financial services and the drive to contribute to the ongoing success of Fiduciary Wealth.  Key responsibilities Lead and take responsibility for security trading Conduct fund research to produce trading recommendations Play a key part in investment strategy meetings including the preparation of material  Provide admin support when required Carry out analysis of investment portfolios  Settling payments  Producing ad hoc and quarterly client valuations Calculation of value at risk for client portfolios Maintain record of executed trades and ensure recovery of initial commission with deadlines Handling corporate actions Ensuring client income is paid correctly and on time Ad hoc tasks to support the Head of Client Services and Directors Experience / Person Profile Experience...