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  • Full Time
  • onsite
  • Anywhere

Investment Advisor – Maltese Speaker

  • Exciting Projects
  • Great Benefits
  • International Company

Established as a frontrunner in the financial sector, this esteemed Financial Services company boasts its headquarters in Malta. Renowned for its extensive offerings, the company caters to a diverse clientele with a suite of tailored services. Specializing in wealth management, investment advisory, and comprehensive financial planning, it stands out for its ability to provide customized solutions that align with clients’ unique financial objectives. Backed by a seasoned team of professionals and a steadfast commitment to excellence, the company maintains its position as a trusted ally in the financial landscape. Joining this dynamic firm offers not only the opportunity to work on captivating projects but also the chance to contribute to its sterling reputation for excellence.

You will:

  • Providing guidance to both existing and prospective clients regarding investments within the company’s defined parameters.
  • Actively seeking out new clients through prospecting efforts.
  • Conducting regular reviews of investments to ensure alignment with client preferences and regulatory standards, while also advising on investment decisions based on the company’s recommended lists of securities and products.
  • Staying informed about economic trends, market developments, and available investment products.
  • Maintaining an updated client database and collaborating with support staff to ensure accurate and compliant client records in accordance with established procedures and regulatory requirements.
  • Participating in routine advisors’ meetings as part of company activities.

Skills/Experience:

  • A banking & finance or similar MQF level 6 degree;
  • Previous working experience as an investment advisor (and/or having been previously approved by the MFSA for a similar role)

Salary / Remuneration:

40,000 – 50,000 + Performance related bonus, Health and Life Insurance, Gym Allowance

For more information contact Ivana Jeremic confidentially on +356 20341755 or email your CV

ivana.jeremic@accelerate.mt

I specialize in recruiting for Payments, Fraud and Operational Banking if you wish to discuss this or other Operational Banking opportunities, please feel free to contact me.

For more opportunities visit our website on https://accelerate.mt/

About Accelerate – Accelerate is a Specialist Finance and Legal Recruitment Consultancy based in Malta.

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