Wealth Manager Job ID: 00664 (based in Malta)

  • Ceek Recruitment Solutions
  • Malta
  • Mar 18, 2020
Full time Banking Jobs Finance Jobs Management Jobs

Job Description

We are looking for a Wealth Manager that 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, in one of Malta’s largest online banks.

What is expected of you?

  • Develop leads and referrals from existing clients through regular client reviews
  • Work closely with the Consumer Banking and Customer Service teams to assist new and existing clients in a timely manner
  • Maintain and update the Banks Customer Relationship Management system
  • Generate new Assets under Custody and Revenue from the Banks investment, savings and foreign exchange products
  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures whilst ensuring that business risks are kept to a minimum
  • Assist the Branch Manager to prepare and analyse statistical data and reports
  • Mentor and coach junior members of the team

What are you expected to bring?

  • 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 both English and Maltese

What's in it for you?

  • Competitive remuneration package
  • Pleasant working environment