Investments Advisor

Malta  |  €26,000 - €32,000 

Our client a leading Financial Institution is seeking to recruit an Investments Officer to join their team of professionals. 


  • To manage client’s investment holdings. Engage with clients and provide investment advice in accordance with bank parameters/ policies.
  • To actively engage in customer acquisition tactics to attract new clients for Investments/ Insurance/ pensions
  • To ensure that internal policies and risk and control procedures are observed on a day-to-day basis and corrective action devised to address processes and control deficiencies. Any shortfalls are to be reported to the Compliance Manager.
  • To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios.
  • To keep updated on prevailing economic and investment scenario and contribute to the internal research function of the Investment Distribution Unit.
  • To sit on the Investment Distribution Committee, if requested.
  • To develop the client data base through effective networking and other customer acquisition strategies.
  • To identify prospects for transactions with limits which exceed their authorised limits and forward the leads to Private Clients section.
  • To submit any reports and/or supervise any projects and activities as may be directed from time to time.
  • To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.
  • To assist his/her superior in the preparation of the unit’s business plan and underlying budgets if requested.
  • To perform standard office tasks including processing mail, answering phone calls, ordering supplies and filing.
  • To perform any other duties that may be reasonably assigned from time to time.

Skill-sets and Requirements

  • Highly conversant with the Investments Regulatory environment
  • Previous local working experience in the Investment field would be considered an asset
  • Fluency in both written and spoken English
  • Willing to work on Saturdays

Education & Experience

  • Holds a benchmark qualification recognised by the MFSA in order to hold an Investment Advisory license. However candidates who are yet to read for their DIPFA would still be considered
  • A degree in Banking, Insurance or a related field


  • Subsidised home and personal loan rates
  • Life Insurance
  • Health Insurance
  • Pension Plan
  • Performance bonus

Job Reference: GE366

  • Primary job focus
  • Job type
    Full Time
  • Employment level
    Intermediate (1-3 years)
  • Employer industry
    Financial Services
  • Languages
    English, Maltese

Banking Jobs in Malta entail the provision of financial advice to both commercial and private clients within banks and other organisations within the finance industry. Jobs in Banking within this sector include consumer and corporate lending, credit management, investment jobs and risk evaluation.

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