Client Manager

  Central Malta  |  €30,000 - €40,000 Annually 

A client of ours specialising in Financial and Investment Services, is currently looking to onboard a Client Manager to join their team of professionals:

Duties:

  • Cultivate and maintain positive relationships with clients through regular communication and personalised interactions
  • Understand clients' financial goals, risk tolerance, and investment preferences
  • Communicate investment ideas, that are identified by the Company’s research team, to clients following the investment mandate given by the clients in accordance with their risk and return requirements
  • Conduct regular reviews of the clients’ portfolios ensuring alignment with the respective investment mandates and communicate any necessary changes to the clients
  • Prepare and present investment recommendations and investment performance reports to clients
  • Educate clients on market trends, investment options, and financial planning strategies
  • Provide clear explanations of complex financial concepts to help clients make informed decisions
  • Provide cover to the trader to execute trades on local and international markets
  • Actively embark on a strategy to identify opportunities to grow the firm's client base through networking and investment presentations
  • Participate in the firm's regular investment committee and provide feedback received from clients to ensure that any investment gaps are being addressed
  • Address and resolve client enquiries, concerns, and issues promptly and effectively
  • Liaise with other team members to ensure the Client Management team provides best-in-class support and service to clients
  • Ensure compliance with regulatory requirements and internal policies
  • Keep abreast of industry regulations and updates

Skill-sets and Requirements

  • Good understanding of investment products, financial markets, and wealth management
  • Must have excellent communication skills in both English and Maltese
  • An outgoing personality with the ability to build and nurture strong relationships

Education & Experience

A first degree in finance or its equivalent

Job Reference: GW900


  • Primary job focus
    Finance
  • Job type
    Full Time
  • Employment level
    Middle Management
  • Employer industry
    Investment Services
  • Languages
    English, Maltese

All Finance Jobs in Malta involve understanding and managing of finances for private clients and organisations. Jobs in finance include client audit, compliance, corporate administration, pensions, trusts, risk and wealth management jobs.

  • Job Reference
    GW900
  • Closing Date
    29/02/2024
  • Date Published
    10/01/2024
  • Status
    Interviewing

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