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Wealth Manager

  • Location


  • Sector:


  • Contract Type:


  • Salary:


  • Contact:

    John Montanaro

  • Job Reference:


  • Published:

    almost 2 years ago

  • Expiry:


  • Client Details:


  • Liquid error: internal
  • Skills tags:

    Banking - Branch

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Reporting to the Head – Consumer Banking, the selected candidate will form part of the Consumer Banking team within the Bank’s Branch network. The selected candidate will be responsible for promoting and selling investments, wealth management, savings and foreign exchange products through effective relationship management with new and existing retail banking customers.

Duties and responsibilities

  • Working within the existing team to promote and sell the Bank’s wealth management, investment, savings and foreign exchange products to new and existing customers
  • Developing leads and referrals from existing clients through regular client reviews, whilst being proactive in the way new clients are acquired
  • Working closely with the Consumer Banking and Customer Service teams to assist new and existing clients in a timely and accurate manner
  • Maintaining and updating the Bank’s Customer Relationship Management system
  • Generating new assets under custody and revenue from the Bank’s investment, savings and foreign exchange products
  • Understanding, following and demonstrating compliance with all relevant internal and external rules, regulations and procedures, whilst ensuring that business risks are being well-managed
  • Assisting the Branch Manager to motivate and coach junior members of the team, as well as prepare and analyse statistical data and reports

Required knowledge, skills and experience

  • Certificate for Financial Advisors (CeFA) or equivalent
  • Certificate in Malta Financial Regulation (MFR) together with acquired licence from the MFSA to provide financial advice. Candidates who are still in the process of acquiring said licence will also be considered for the role
  • At least three years’ experience working in this field
  • Excellent verbal and written communication skills in English and Maltese
  • Excellent analytical skills
  • Ability to manage a team