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Financial Advisor

  • Location

    Malta

  • Sector:

    Investment Advisory

  • Salary:

    Attractive

  • Contact:

    Stefani Grech

  • Job Reference:

    7150

  • Published:

    10 days ago

  • Expiry:

    2020-10-24

  • Client Details:

    Castille

  • Consultant:

    Stefani Grech

Financial Services Advisory firm is seeking to employ an Financial Advisor to be part of their Investment Advisory Department. The candidate will be working closely with the Executive Director and the Sales Manager in assisting customers achieving their lifetime goals, by providing advice and recommending appropriate financial solutions.

Responsibilities:

  • Generate own leads and prospects

  • Set up individual meetings with prospective clients

  • Conduct client reviews

  • Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

  • Establish and maintain a client base

Requirements:

  • Minimum 2 Years’ experience in an investment advisory role

  • Applicant must be licensed by the MFSA as investment advisor

  • Valid Maltese Driving License and own vehicle

  • Fluent in both Maltese and English

  • Computer literate

  • Ability to work within a team and on your own initiative