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Investment Advisor

A financial services provider that has a wide range of services that present solid investment opportunities are currently looking to hire a full time Investment Advisor.

Areas of responsibilities:

  • Manage a number of advisory and discretionary clients in line with the investment objectives discussed and agreed with such clients
  • Communicate any investment ideas which are 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 ensure reflect changes in market conditions or change in client's investment profile
  • Prepare investment recommendations for new clients
  • Handle number of execution-only clients

Requirements:

  • Education to a minimum of degree level
  • Client facing and organisational skills
  • Previous experience in Investment Management will be considered and asset
  • Excellent written and spoken English and Maltese Language