Our client, who is involved in investments is seeking a Relationship Manager. Reporting to the Relationship Officer your responsibilities will include:
- Compile and submit client applications for residency or citizenship programs.
- Build and manage relationships with clients and their advisors.
- Ensure customer acquisition, retention, and income generation.
- Provide expertise across all residency and citizenship programs.
- Support ancillary requirements as needed.
- Identify cross-selling opportunities to align with client needs.
- Manage application processes, escalating issues as needed.
Working Hours: Monday - Friday: 0900hrs - 1700hrs
Requirements
- Atleast 2 years of account management experience in investments, insurance, private banking, or wealth management
- Proven success in building and maintaining multi-level client relationships.
- Experience and knowledge in the immigration by investment industry / banking / financial services.
- Detail-oriented, independent, and team player.
- Proficient in MS Office and CRM.
- Proactive in anticipating and addressing problems, taking action to prevent issues, and effectively interpreting and anticipating client needs.
- Exceptional time and task management skills, with the ability to handle multiple conflicting priorities.
- Fluent level of spoken and written English.
Education and Experience
- Holds an undergraduate degree in business, economics, marketing or other related disciplines
Benefits
- Health insurance
- Performance Bonus
- Hybrid work
- Discounted Parking
- Wellness Allowance
Job Reference: BN058
All Finance Jobs in Malta involve understanding and managing of finances for private clients and organisations. Jobs in finance include client audit, compliance, corporate administration, pensions, trusts, risk and wealth management jobs.
