Investments Advisor - Finance jobs in Malta - March 2024
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Investments Advisor

Konnekt

Published on 13 May 2022

Expired on 31 Jul 2022


Our Client a leading Financial Institution is seeking to recruit an Investments Officer to join their team of professionals. 

 

Responsibilities 

  • To manage client’s investment holdings. Engage with clients and provide investment advice in accordance with bank parameters/ policies.
  • To actively engage in customer acquisition tactics to attract new clients for Investments/ Insurance/ pensions
  • To ensure that internal policies and risk and control procedures are observed on a day-to-day basis and corrective action devised to address processes and control deficiencies. Any shortfalls are to be reported to the Compliance Manager.
  • To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios.
  • To keep updated on prevailing economic and investment scenario and contribute to the internal research function of the Investment Distribution Unit.
  • To sit on the Investment Distribution Committee, if requested.
  • To develop the client data base through effective networking and other customer acquisition strategies.
  • To identify prospects for transactions with limits which exceed their authorised limits and forward the leads to Private Clients section.
  • To submit any reports and/or supervise any projects and activities as may be directed from time to time.
  • To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.
  • To assist his/her superior in the preparation of the unit’s business plan and underlying budgets if requested.
  • To perform standard office tasks including processing mail, answering phone calls, ordering supplies and filing.
  • To perform any other duties that may be reasonably assigned from time to time.
Skill-sets and Requirements
  • Highly conversant with the Investments Regulatory environment.
  • Possess a number of years working experience in the Investment field coupled with a theoretical background in Investment.
  • Fluency in Maltese and English
  • Willing to work on Saturdays
Education & Experience
  • Holds a benchmark qualification recognised by the MFSA in order to hold an Investment Advisory license. However candidates who are yet to read for their DIPFA would still be considered
Benefits
  • Performance bonus
  • Subsidised home loan and personal loan rates
  • Professional training scheme
  • Home insurance
  • Life insurance
  • Pension plan

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

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