Investments Advisor

A leading financial institution is looking to recruit an Investments Advisor to join their growing team.

Responsibilities:

• Manage client investment portfolios and provide tailored investment advice within bank guidelines.
• Actively engage in acquiring new clients for investment, insurance, and pension products.
• Ensure adherence to internal policies and risk control procedures, taking corrective action to address any deficiencies and reporting to the Compliance Manager.
• Meet regulatory and compliance requirements for assigned clients and their investment portfolios.
• Stay informed about economic and investment trends, contributing to internal research within the Investment Distribution Unit.
• Participate in the Investment Distribution Committee when required.
• Expand the client database through effective networking and customer acquisition strategies.
• Identify potential high-value transactions exceeding authorized limits and refer leads to the Private Clients section.
• Prepare and submit reports, supervise projects, and assist with unit business planning and budgeting.
• Maintain compliance with bank policies, guidelines, and procedures.
• Support superiors in preparing business plans and budgets as needed.
• Handle standard office tasks including mail processing, phone calls, supply ordering, and filing.
• Perform other duties as assigned from time to time.

Requirements

• Conversant with the Investments Regulatory environment
• Ideally has previous local working experience in the Investment field but fresh graduates will also be considered
• Fluency in both written and spoken English and Maltese
• Willing to work on Saturdays

Education and 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

Benefits

• Subsidized loan rates
• Health and Life Insurance
• Pension plan
• Performance bonus

Job Reference: VP039