Private Clients Relationship Manager

Malta  |  €30,000 - €45,000 

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


  • 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
    MZ215
  • Closing Date
    31/08/2022
  • Date Published
    28/06/2022
  • Status
    Shortlisting

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.