Our Client, an established and licensed investment firm is looking for a proactive Portfolio Manager to manage client relationships, oversee investment strategies, and ensure full regulatory compliance.
Key Responsibilities:
- Manage client relationships, conducting regular portfolio reviews and in-person or virtual meetings.
- Maintain complete client documentation, ensuring full compliance with KYC, AML, and source of funds/wealth regulations.
- Serve as an active member of the internal Investment Committee.
- Stay up-to-date on global market trends, economic shifts, and geopolitical developments impacting client portfolios.
- Adhere strictly to internal compliance policies, financial regulations, and client-first ethical standards.
Requirements
- Candidates already approved by the MFSA to provide portfolio management will be preferred
- Deep knowledge of local and international financial markets, MFSA Conduct of Business rules, and AML regulations.
- Excellent interpersonal, organizational, and time-management skills with high attention to detail.
- Fluent in English (knowledge of Maltese is an asset).
Benefits
Education and experience
- Minimum 3 years of local experience in a similar Portfolio Management role
- MFSA-approved qualification (e.g., CFA, CeFA, B.Com Banking & Finance, or Master’s in Financial Services).
Kindly note that some vacancies are only considering Maltese or EU nationals in line with Jobsplus requirements. More information can be found here.
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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.
