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Investment Advisor

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Sparkasse Bank Malta plc is a licensed Credit Institution which provides Private Banking, Investment Services and Custody/Depository services. Our team is formed of young, dynamic professionals who are part of an environment which promotes team spirit and rewards competence.

As a result of our continuous growth, a vacancy has arisen for and Investment Advisor.  

The position is mainly focused on duties relating to Investment Advisory and client relationship management within the Private Banking Department.                            

Main Duties:

  • Prepare formal investment recommendations for customers and 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 to 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
  • To 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
  • To assist in the redaction and maintenance of processes and procedures

Qualifications / Requirements:

  • Bachelor’s Degree in Banking and Finance or a relevant qualification
  • Minimum 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
  • Hands on with can do attitude
  • Analytical skills, with excellent attention to detail
  • Practical understanding of workflow analysis and planning
  • Proactive, focused and able to plan and consistently meet deadlines
  • Strong command of English, both oral and written
  • Be able to work in a team and willing to learn new skills