A reputable client of ours specialising in Financial Services is looking to onboard a Junior Client Manger to join their team:
Duties:
Support the management of client accounts, assisting in the preparation of reports, client communications, and investment reviews.
Act as a point of contact for clients, addressing their enquiries and providing timely and accurate information.
Assist in organising and scheduling client meetings, and prepare materials for client presentations.
Assist in maintaining accurate and up-to-date client records in the CRM system.
Monitor and report on the performance of client portfolios, providing insights and identifying opportunities for portfolio adjustments.
Collaborate with senior relationship managers, financial advisors, and analysts to deliver comprehensive service to clients.
Stay informed about market trends, investment products, and industry regulations to assist in advising clients.
Participate in ongoing training and development opportunities to enhance your knowledge and skills.
Assist the senior client team in ensuring file reviews and compliance information is kept fully up to date.
Maintain up-to-date knowledge of financial markets, investment products, and regulatory changes.
Assist in the trading function of the firm.
Requirements
Must have at least 2 years experience in financial services, or a related field; work experience in investment management is a strong asset
Basic understanding of financial markets, investment products, and portfolio management principles.
Strong communication and interpersonal skills, with a focus on customer service.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with CRM systems is an advantage.
Excellent verbal and written communication skills in English and in Maltese
Eagerness to learn and grow within the investment services industry.
Education and Experience
Bachelor’s degree in Finance, Business, Economics, or a related field.
Konnekt: Established in 2007, Konnekt has grown into Malta's leading job agency. Our team is here to simplify your job search by presenting over 400 career options across various fields. We have robust connections with top employers in Malta, making us the ideal choice for anyone considering a career change.
At Konnekt, we believe in straightforward actions and staying true to our values. This commitment has been the driving force behind our success. Whether you're seeking new opportunities or exploring a different career path, we are your reliable partner throughout the process.
Our website provides more insights into our approach and the array of services we offer. Take a moment to explore and discover how Konnekt can be instrumental in shaping your professional journey.
A reputable client of ours specialising in Financial Services is looking to onboard a Junior Client Manger to join their team:
Duties:
Support the management of client accounts, assisting in the preparation of reports, client communications, and investment reviews.
Act as a point of contact for clients, addressing their enquiries and providing timely and accurate information.
Assist in organising and scheduling client meetings, and prepare materials for client presentations.
Assist in maintaining accurate and up-to-date client records in the CRM system.
Monitor and report on the performance of client portfolios, providing insights and identifying opportunities for portfolio adjustments.
Collaborate with senior relationship managers, financial advisors, and analysts to deliver comprehensive service to clients.
Stay informed about market trends, investment products, and industry regulations to assist in advising clients.
Participate in ongoing training and development opportunities to enhance your knowledge and skills.
Assist the senior client team in ensuring file reviews and compliance information is kept fully up to date.
Maintain up-to-date knowledge of financial markets, investment products, and regulatory changes.
Assist in the trading function of the firm.
Requirements
Must have at least 2 years experience in financial services, or a related field; work experience in investment management is a strong asset
Basic understanding of financial markets, investment products, and portfolio management principles.
Strong communication and interpersonal skills, with a focus on customer service.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with CRM systems is an advantage.
Excellent verbal and written communication skills in English and in Maltese
Eagerness to learn and grow within the investment services industry.
Education and Experience
Bachelor’s degree in Finance, Business, Economics, or a related field.
Konnekt: Established in 2007, Konnekt has grown into Malta's leading job agency. Our team is here to simplify your job search by presenting over 400 career options across various fields. We have robust connections with top employers in Malta, making us the ideal choice for anyone considering a career change.
At Konnekt, we believe in straightforward actions and staying true to our values. This commitment has been the driving force behind our success. Whether you're seeking new opportunities or exploring a different career path, we are your reliable partner throughout the process.
Our website provides more insights into our approach and the array of services we offer. Take a moment to explore and discover how Konnekt can be instrumental in shaping your professional journey.