Private Clients Relationship Manager - Banking jobs in Malta - August 2022
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Private Clients Relationship Manager
Konnekt Konnekt

Expires in 22 days (31 Aug 2022)


Our Client a well-renowned bank is seeking to recruit a Private Clients Relationship Manager to join their investments teams;

Operational 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 Private Clients.
  • To actively engage in customer acquisition tactics to attract new deposits 
  • 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 keep updated on prevailing economic and investment scenarios and contribute to the internal research function of the Investment Distribution Unit.  on the Investment Distribution Committee.
  • To develop and build on the investment client database 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 engage in customer acquisition tactics to attract new clients to the Investment services of the bank.
  • To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.
Skill-sets and Requirements
  • Is able to work on his own, with minimum guidance, and with a strong sense of prioritisation.
  • Previous experience in a similar role
Education & Experience
  • Holds a benchmark qualification to be registered with the MFSA as an Investment Advisor.
Benefits
  • Flexi Time
  • Discounted Personal and Home Loan
  • Health and Life Insurances

salary
€30,000 to €45,000 / year
Salary
experience
Experienced (3 years +)
Experience Level
time
Full Time
Job Type



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