Investments Manager - Banking jobs in Malta - November 2022
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Investments Manager
Konnekt Konnekt

Expires in 17 days (15 Dec 2022)


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
Benefits
  • Discounted rates of home and personal loan

salary
€34,000 to €40,000 / year
Salary
time
Full Time
Job Type
experience
Experienced (3 years +)
Experience Level
category
Banking
Category
industry
Financial Services
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