Investments Advisor

Malta  |  €26,000 - €37,000 

Our Client a leading Financial Institution is seeking to recruit an Investments Officer to join their team of professionals. 

 

Responsibilities 

  • To manage client’s investment holdings. Engage with clients and provide investment advice in accordance with bank parameters/ policies.
  • To actively engage in customer acquisition tactics to attract new clients for Investments/ Insurance/ pensions
  • 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. Any shortfalls are to be reported to the Compliance Manager.
  • To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios.
  • To keep updated on prevailing economic and investment scenario and contribute to the internal research function of the Investment Distribution Unit.
  • To sit on the Investment Distribution Committee, if requested.
  • To develop the client data base through effective networking and other customer acquisition strategies.
  • To identify prospects for transactions with limits which exceed their authorised limits and forward the leads to Private Clients section.
  • To submit any reports and/or supervise any projects and activities as may be directed from time to time.
  • To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.
  • To assist his/her superior in the preparation of the unit’s business plan and underlying budgets if requested.
  • To perform standard office tasks including processing mail, answering phone calls, ordering supplies and filing.
  • To perform any other duties that may be reasonably assigned from time to time.

Skill-sets and Requirements

  • Highly conversant with the Investments Regulatory environment.
  • Possess a number of years working experience in the Investment field coupled with a theoretical background in Investment.
  • Fluency in Maltese and English
  • Willing to work on Saturdays

Education & Experience

Holds a benchmark qualification recognised by the MFSA in order to hold an Investment Advisory license. However candidates who are yet to read for their DIPFA would still be considered

Benefits

  • Performance bonus
  • Subsidised home loan and personal loan rates
  • Professional training scheme
  • Home insurance
  • Life insurance
  • Pension plan

Job Reference: EX871


  • Primary job focus
    Finance
  • Job type
    Full Time
  • Employment level
    Intermediate (1-3 years)
  • Employer industry
    Financial Services
  • Languages
    English

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
    EX871
  • Closing Date
    31/05/2022
  • Date Published
    13/05/2022
  • Status
    Shortlisting

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