Private Clients Relationship Manager

Our Client a well-renowned bank is seeking to recruit a Private Clients Relationship Manager to join their investments teams;

Operational 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 Private Clients.
• To actively engage in customer acquisition tactics to attract new deposits 
• 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 keep updated on prevailing economic and investment scenarios and contribute to the internal research function of the Investment Distribution Unit.  on the Investment Distribution Committee.
• To develop and build on the investment client database 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 engage in customer acquisition tactics to attract new clients to the Investment services of the bank.
• To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.

Skill-sets and Requirements

• Is able to work on his own, with minimum guidance, and with a strong sense of prioritisation.
• Previous experience in a similar role

Education & Experience

Holds a benchmark qualification to be registered with the MFSA as an Investment Advisor.

Benefits

• Flexi Time
• Discounted Personal and Home Loan
• Health and Life Insurances

Job Reference: MZ215