Investment Advisor

One of our clients is seeking to recruit an Investment Advisor on a full-time basis.

Responsibilities:

Conducting analysis of existing of investments that form part of the Bank’s Whitelist of investment positions;

Conducting analysis and preparing an investment analysis datasheet on new investment ideas that may be added to the Bank’s Whitelist of investment positions;

Prepare formal investment recommendations for customers and be able to explain the rationale behind the suggested investment recommendation;

Enhancement / growth and retention of existing clients / accounts in order to maximise private Banking services offered by the Bank including, the taking of deposits, card services, foreign exchange, brokerage, and advisory services;

Assist in developing prospect relationships and enhance / grow / retain those new relationships;

Assist in on-boarding of clients, collecting documentation, processing client documentation and applications relating to products and services contracted, maintaining records, and archiving the same;

Assist and prepare news items for publication from time to time;

Perform monitoring exercises and maintenance of appropriate monitoring standards of clients' accounts and portfolios;

Liaise across departments and regulatory functions within the Bank with a view to assisting in the proper and timely prosecution of business flows and transactions including but not exclusively the Trade and Settlement desks and the Payments department;

Assist in the redaction and maintenance of processes and procedures.

Requirements:

Bachelor’s Degree in Banking and Finance or a relevant qualification

1+ year experience in a similar position

Good IT knowledge

Good working knowledge of MiFID2

Approval from MFSA to provide Investment Advice will be considered an asset

Capable of managing clients’ requirements accurately and efficiently

Strong command of English, both oral and written

Skills:

Meticulous with a keen eye for detail

Hands on with can do attitude