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Investment Advisor

  • Location

    Malta

  • Sector:

    Investment Advisory

  • Contract Type:

    Permanent

  • Salary:

    Attractive

  • Contact:

    John Montanaro

  • Job Reference:

    5272

  • Published:

    10 months ago

  • Expiry:

    12 Jul 00:00

  • Client Details:

    Castille

  • Consultant:

    John Montanaro

One of Malta’s top investment firms is looking for an Investment Advisor/Client Manager to join their team.

Job Responsibilities: 

  • Manage several advisory and discretionary clients in line with the investment objectives discussed and agreed with such clients;
  • Efficiently maintain regular communication with clients;
  • Communicate any investment ideas identified by the firm to the appropriate clients in accordance with the investment mandate given to us by the client in terms of risk and return;
  • Regularly review the advisory and discretionary portfolios to ensure that the investments held are in line with the respective investment parameters;
  • Communicate any necessary changes in structure to either reflect changes in market conditions or changes in the client’s investment profile;
  • Prepare investment recommendations for new clients;
  • Handle several execution-only clients;

Skills and Qualifications: 

  • A minimum of 3 years’ experience in a similar role
  • Experience with fund accounting
  • Fluency in English and Maltese

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