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Investment Advisor

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  • Sector:


  • Salary:


  • Contact:

    Stefani Grech

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  • Published:

    3 months ago

  • Expiry:


  • Client Details:


  • Consultant:

    Stefani Grech

An international bank is seeking to recruit an Investment Advisor to form part of their Private Banking Department.

  • 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
  • Perform monitoring exercises and maintenance of appropriate monitoring standards of clients' accounts and portfolios
  • Bachelor’s Degree in Banking and Finance or a relevant qualification
  • Minimum 1 year experience in a similar position
  • 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
  • Hands on with can do attitude
  • Analytical skills, with excellent attention to detail
  • Strong command of English, both oral and written