Investments Advisor - Banking jobs in Malta - February 2024
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Investments Advisor


Published on 24 Nov 2022

Expired on 30 Mar 2023

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


  • 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
  • Previous local working experience in the Investment field would be considered an asset
  • Fluency in both written and spoken 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
  • A degree in Banking, Insurance or a related field
  • Subsidised home and personal loan rates
  • Life Insurance
  • Health Insurance
  • Pension Plan
  • Performance bonus

Full Time
Job Type
Intermediate (1-3 years)
Experience Level
Financial Services

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