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Client Relationship Manager (CRM)

As a CRM in the financial services industry, you must be a driven and self-motivated person who can proactively generate business.

Working closely with other CRMs & Regulated Advisors, you will develop a client base as well as actively generating more prospects. You will be introducing yourself and 3D Global to see if they are in need of any financial planning help. Your leads will typically be generated through networking, referrals and self-generated prospects, as well as periodic client events and online marketing

This job will be perfect for someone in the early stages of their career that is keen to pursue a career in Finance, or someone who is experienced, but wants to concentrate on the client relationship side of our business rather than the technical.

• To excel in this position, you will need a strong work ethic, excellent communication skills and positive attitude.

Qualified Advisors

3D Global is looking to recruit the highest quality of individuals to act on behalf of our clients. We work in a very collaborative manner, with product specialists working alongside generalist Advisors, client relationship managers, administrators and management to provide a level of excellence our clients have come to expect.

3D Global places great emphasis on professional development and career progression and encourages progression through the PFS/ CII education process as well as CySEC examinations. If you are committed, talented and positive, you are sure to achieve results.

Contact us if you:

• Have a genuine desire to provide excellence in service to your client
• Have at least 2 years’ experience as an IFA, in Bancassurance or as part of a private practice
• Comply with UK FCA-level standards
• Are a self-motivated and can work with others
• Can demonstrate a comprehensive record of client satisfaction
• Can demonstrate a commitment to unimpeachable integrity

In return, 3D Global offers:

• A fully regulated environment to work in across Europe (both MiFID II and IDD)
• Fee/ commission structure to rival the best in the industry
• Full administrative and back-office support
• Full management guidance and support as required
• Colleague collaboration on an unprecedented level

3D Global is one of the most respected providers of financial services to expats in Europe. If you think you have the credibility to assist in the development and expansion across Europe, then contact us with your CV.


Initially located in Cyprus, after a period, there will be opportunities to develop your practice across Europe, either along with an already established team, or in a completely new location, with full support from the company.

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