Investments Services Officer - Banking jobs in Malta - May 2024
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Investments Services Officer


Published on 10 May 2024

Expires in 10 days (09 Jun 2024)

An Investments Officer position is currently available with a leading organisation offering corporate and advisory services to clients.

  • Contribute to the delivery of the investment strategy and related processes
  • Portfolio rebalancing to align policies to client risk, and communicating with advisers and the changes required and rationale
  • Processing switch and cash replenishment transactions with various product providers in a timely and accurate manner
  • Build and maintain strong relationships with other internal departments – Compliance, Para-Planning, Pension Advisory, Pensions Administration, Trust, Finance, and Marketing
  • Production and distribution of regular monthly product information and commentaries
  • Work closely with internal teams to ensure investment strategy is compliant and optimised to help achieve corporate targets
  • Contribution to project work relating to investment services
  • Key internal resource for queries relating to investments
  • Liaise with external investment partners to help ensure firms’ objectives are reached. 
  • Minimum of 2 years experience in experience working within financial services, preferably in an investment-focused role
  • Strong attention to detail
  • Proficiency in Microsoft Excel
  • A general understanding of investments and financial markets
  • Analytical decision making; - identifying and solving problems using insight and experience to make good decisions
  • Client focused attitude in identifying, understanding and giving priority to meeting the needs of client
  • Strong team player attitude and communication skills
Education and Experience
  • Degree in Financial Services or Equivalent
  • Health Insurance
  • Parking Area
  • Study Leave

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

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