Investments Manager

Malta  |  €34,000 - €40,000 

Our client, within the Banking industry is looking for an Investments Manager to join their team:

Responsibilities:

  • To manage the assigned client relationships, in particular high net worth client relationships, engaging with clients and providing investment advice in accordance with bank parameters and/or to act as secondary relationship manager for the bigger portfolios held at the bank
  • 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
  • To develop and build on the investments client data base through effective networking and other customer acquisition strategies
  • To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios
  • To assist his/her superior in the preparation of the unit’s business plan and underlying budgets
  • To submit any reports and/or supervise any projects and activities as may be directed from time to time
  • Other related ad hoc duties.

Skill-sets and Requirements

  • A minimum of 5 years previous local experience in a similar role, within investments and dealing with high net worth clients
  • Highly conversant with the Investments Regulatory environment
  • A dynamic and organised individual with excellent interpersonal skills
  • Fluent in written and spoken Maltese and English

Education & Experience

Previously PQd by the MFSA as an Investments Advisor or eligible to be

Benefits

Discounted rates of home and personal loan

Job Reference: EZ639


  • Primary job focus
    Banking
  • Job type
    Full Time
  • Employment level
    Experienced (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.

  • Job Reference
    EZ639
  • Date Published
    11/11/2022
  • Status
    Evaluating CVs

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