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Wealth Manager (Gozo)

  • Location

    Malta

  • Sector:

    Banking

  • Salary:

    Attractive

  • Contact:

    Stefani Grech

  • Job Reference:

    8054

  • Published:

    3 months ago

  • Expiry:

    2021-07-30

  • Client Details:

    Castille

  • Consultant:

    Stefani Grech

A well established international banking institution is seeking to employ a Wealth Manager who will be reporting to the Senior Wealth Manager. The selected candidate will be providing Financial Advice to customers, ensure a high level of customer satisfaction and retention whilst being responsible for leading sales and service initiatives including customer on-boarding, cross-selling opportunities and customer support.

Responsibilities:
  • Manage a portfolio of clients and making sure that the same is profitable
  • Build strong relationships with existing clients and attract new business
  • Providing investment advise to customers tailored to their needs
  • Cross-selling of Bank's products
  • Providing regular updates to customers on changes in their portfolio
Requirements:
  • DipFA or a degree in Banking and finance
  • Minimum 2 years experience in the financial services industry
  • Proficiency in Microsoft Excel, Word and PowerPoint
  • Excellent written and verbal communication skills in both Maltese and English
  • Individuals approved by the MFSA for providing an investment advice will be given preference