Client Manager - Finance jobs in Malta - February 2024
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Client Manager

Konnekt

Published on 10 Jan 2024

Expires in 1 day (29 Feb 2024)


A client of ours specialising in Financial and Investment Services, is currently looking to onboard a Client Manager to join their team of professionals:

Duties:

  • Cultivate and maintain positive relationships with clients through regular communication and personalised interactions
  • Understand clients' financial goals, risk tolerance, and investment preferences
  • Communicate investment ideas, that are identified by the Company’s research team, to clients following the investment mandate given by the clients in accordance with their risk and return requirements
  • Conduct regular reviews of the clients’ portfolios ensuring alignment with the respective investment mandates and communicate any necessary changes to the clients
  • Prepare and present investment recommendations and investment performance reports to clients
  • Educate clients on market trends, investment options, and financial planning strategies
  • Provide clear explanations of complex financial concepts to help clients make informed decisions
  • Provide cover to the trader to execute trades on local and international markets
  • Actively embark on a strategy to identify opportunities to grow the firm's client base through networking and investment presentations
  • Participate in the firm's regular investment committee and provide feedback received from clients to ensure that any investment gaps are being addressed
  • Address and resolve client enquiries, concerns, and issues promptly and effectively
  • Liaise with other team members to ensure the Client Management team provides best-in-class support and service to clients
  • Ensure compliance with regulatory requirements and internal policies
  • Keep abreast of industry regulations and updates
Skill-sets and Requirements
  • Good understanding of investment products, financial markets, and wealth management
  • Must have excellent communication skills in both English and Maltese
  • An outgoing personality with the ability to build and nurture strong relationships
Education & Experience
  • A first degree in finance or its equivalent

salary
€30,000 to €40,000 / year
Salary
time
Full Time
Job Type
experience
Middle Management
Experience Level
category
Finance
Category
industry
Investment Services
Industry


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