Client Relationship Officer (Part-Time 15hrs pw)

Vacancy - Financial Services

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 part-time Client Relationship Officer for approximately 15 hours per week.

Client Relationship Officer (Part-Time 15hrs pw)

The successful candidate will be assisting an Investment Advisor 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

• Preparation of order forms (investment instructions)

• Preparation of monthly valuations to email to clients

Applicants will be considered if they are in possession of:

• A diploma or degree (or currently being pursued) related to financial services

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

• Exceptional organisational and time management skills and the ability to work independently

• Fluency in English and Maltese both verbal and written