Client Relationship Officer

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.