Client Manager - Finance jobs in Malta - February 2025

Client Manager

Konnekt

Published on 10 Jan 2024

Expired on 29 Apr 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
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 and Experience
  • A first degree in finance or its equivalent

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.

time
Full Time
Job Type
experience
Middle Management
Experience Level
category
Finance
Category
industry
Investment Services
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