Loading

Connecting Linkedin...

Banner Default Image

Investment Advisor

  • Location

    Malta

  • Sector:

    Banking

  • Salary:

    Attractive

  • Contact:

    Stefani Grech

  • Job Reference:

    7151

  • Published:

    15 days ago

  • Expiry:

    2020-11-27

  • Client Details:

    Castille

  • Consultant:

    Stefani Grech

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

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
  • Perform monitoring exercises and maintenance of appropriate monitoring standards of clients' accounts and portfolios
Requirements:
  • 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