Client Relationship Officer - Finance jobs in Malta - December 2024

Client Relationship Officer

Jesmond Mizzi Financial Advisor , Central Malta

Published on 12 Nov 2024

Expired on 12 Dec 2024


Jesmond Mizzi Financial Advisors Limited (JMFA), an investment services company licensed by the Malta Financial Services Authority under the Investment Services Act, is seeking to recruit a full time Client Relationship Officer..

The Role – Client Relationship Officer

The successful candidate will be assisting a team of Investment Advisors and be responsible for providing a high level of service to their clients. The core responsibilities will include:

• Providing client support and handling client communications effectively

• Assistance with the preparation of documentation such as investor suitability reports and investment proposals

• Updating of client files (due to expired or missing information)

• Ongoing AML related checks on clients (to ensure client information in the system is up to date and complete)

• Liaising with the Compliance & AML team to ensure ongoing compliance to regulations

Applicants will be considered if they are in possession of:

• A diploma or degree related to financial services

• At least 2 years’ experience in financial services institutions, however adequate training will be provided

• Analytical and good time management skills and the ability to work independently

• Fluency in English and Maltese both verbal and written

• Experience in Client Relationship Management would be considered an asset, however, adequate training will be provided

A remuneration package, commensurate with relevant experience, is being offered, along with the opportunity to become part of an energetic team within a well-structured organisation.


Jesmond Mizzi Financial Advisors Ltd:
Jesmond Mizzi Financial Advisors Limited, a company licensed by the Malta Financial Services Authority and a member of the Malta Stock Exchange is seeking to enhance its team of professional personnel.

 

time
Full Time
Job Type
experience
Intermediate (1-3 years)
Experience Level
category
Finance
Category
industry
Financial Services
Industry


Analyst (Market Research and Analysis)


Analyst (Investment Firms)

Send me Similar Jobs