Investments Advisor

  Central Malta  |  €20,000 - €35,000 Annually 

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


  • 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.


  • 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


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

Job Reference: VP039

  • Category
  • Job type
    Full Time
  • Employment level
    Intermediate (1-3 years)
  • Work Location
    On Premises
  • Employer industry
  • 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.

  • Job Reference
  • Closing Date
  • Date Published
  • Status
    Job offer

Benchmark Your Salary

By using this site, you consent to the use of cookies to improve your user experience through analytics and personalised marketing efforts.