Investment Advisor

We are working with a reputable firm who are looking for an Investment Advisor to join their team. 

Responsibilities

• Manage and develop relationships with affluent and high-net-worth clients holding investment portfolios between €150,000 and €750,000.
• Provide tailored financial advice and investment solutions across bonds, equities, ETFs, mutual funds, and insurance products.
• Grow the company's private client business by acquiring new clients and attracting additional deposits and investments.
• Monitor client portfolios and ensure all recommendations are aligned with clients' objectives, risk profiles, and regulatory requirements.
• Stay informed on economic and market developments and contribute to the bank's investment research and strategy discussions.
• Maintain strict adherence to compliance, risk management, and internal policies while delivering a high standard of client service.

Requirements

• 3+ years of experience in a similar role
• Excellent communication and presentation skills
• Comfortable working in a client facing environment
• Is eligible to be PQ'd by the MFSA as a Financial Advisor
• Strong networking skills

Benefits

• Health Insurance
• Pension Plan
• Summer workng hours
• Flexibility & hybrid

Education and experience

• Bachelor Degree is Banking and Finance, or a related field

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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.