Investments Manager

Our client, within the Banking industry is looking for an Investments Manager to join their team:

Responsibilities:

• To manage the assigned client relationships, in particular high net worth client relationships, engaging with clients and providing investment advice in accordance with bank parameters and/or to act as secondary relationship manager for the bigger portfolios held at the bank
• To ensure that internal policies and risk and control procedures are observed on a day-to-day basis and corrective action devised to address processes and control deficiencies
• To develop and build on the investments client data base through effective networking and other customer acquisition strategies
• To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios
• To assist his/her superior in the preparation of the unit’s business plan and underlying budgets
• To submit any reports and/or supervise any projects and activities as may be directed from time to time
• Other related ad hoc duties.

Requirements

• A minimum of 5 years previous local experience in a similar role, within investments and dealing with high net worth clients
• Highly conversant with the Investments Regulatory environment
• A dynamic and organised individual with excellent interpersonal skills
• Fluent in written and spoken Maltese and English

Education and Experience

• Previously PQd by the MFSA as an Investments Advisor or eligible to be

Benefits

• Discounted rates of home and personal loan

Job Reference: JC364