Investment Advisor

Konnekt

Published on 17 Jun 2026

Expires in 29 days (17 Jul 2026)


We are working with a reputable firm who are looking for an Investment Advisor to join their team. 

Responsibilities

  • Manage and develop relationships with affluent and high-net-worth clients holding investment portfolios between €150,000 and €750,000.
  • Provide tailored financial advice and investment solutions across bonds, equities, ETFs, mutual funds, and insurance products.
  • Grow the company's private client business by acquiring new clients and attracting additional deposits and investments.
  • Monitor client portfolios and ensure all recommendations are aligned with clients' objectives, risk profiles, and regulatory requirements.
  • Stay informed on economic and market developments and contribute to the bank's investment research and strategy discussions.
  • Maintain strict adherence to compliance, risk management, and internal policies while delivering a high standard of client service.

Requirements

  • 3+ years of experience in a similar role
  • Excellent communication and presentation skills
  • Comfortable working in a client facing environment
  • Is eligible to be PQ'd by the MFSA as a Financial Advisor
  • Strong networking skills

Education and Experience

  • Bachelor Degree is Banking and Finance, or a related field

Benefits

  • Health Insurance
  • Pension Plan
  • Summer workng hours
  • Flexibility & hybrid

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.
salary
€45,000 to €51,000 / year
Salary
time
Full Time
Job Type
experience
Experienced (3 years +)
Experience Level
category
Finance
Category
industry
Banking
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