This job is closed and no longer accepting applications.
Our client, within the Banking industry is looking for an Investments Manager to join their team:
Responsibilities:
To manage the assigned client relationships, in particular high net worth client relationships, engaging with clients and providing investment advice in accordance with bank parameters and/or to act as secondary relationship manager for the bigger portfolios held at the bank
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
To develop and build on the investments client data base through effective networking and other customer acquisition strategies
To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios
To assist his/her superior in the preparation of the unit’s business plan and underlying budgets
To submit any reports and/or supervise any projects and activities as may be directed from time to time
Other related ad hoc duties.
Skill-sets and Requirements
A minimum of 5 years previous local experience in a similar role, within investments and dealing with high net worth clients
Highly conversant with the Investments Regulatory environment
A dynamic and organised individual with excellent interpersonal skills
Fluent in written and spoken Maltese and English
Education & Experience
Previously PQd by the MFSA as an Investments Advisor or eligible to be
Our client, within the Banking industry is looking for an Investments Manager to join their team:
Responsibilities:
To manage the assigned client relationships, in particular high net worth client relationships, engaging with clients and providing investment advice in accordance with bank parameters and/or to act as secondary relationship manager for the bigger portfolios held at the bank
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
To develop and build on the investments client data base through effective networking and other customer acquisition strategies
To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios
To assist his/her superior in the preparation of the unit’s business plan and underlying budgets
To submit any reports and/or supervise any projects and activities as may be directed from time to time
Other related ad hoc duties.
Skill-sets and Requirements
A minimum of 5 years previous local experience in a similar role, within investments and dealing with high net worth clients
Highly conversant with the Investments Regulatory environment
A dynamic and organised individual with excellent interpersonal skills
Fluent in written and spoken Maltese and English
Education & Experience
Previously PQd by the MFSA as an Investments Advisor or eligible to be