Connecting Linkedin...


Investment Advisor

Job Title: Investment Advisor
Contract Type: Permanent
Location: Malta
Salary: Attractive
Reference: 5272
Contact Name: John Montanaro
Job Published: June 12, 2019 13:29

Job Description

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

Find more Jobs in Malta


Get similar jobs like these by email

By submitting your details you agree to our T&C's