GRS Recruitment is excited to present an excellent opportunity for a Permanent Private Clients Advisor to join our esteemed client, a Consultancy Services company located in the beautiful surroundings of Malta. With a compact team of 1-10 employees, our client values agility and responsiveness, making them an exciting place to work and grow professionally.
DUTIES AND RESPONSIBILITIES
- To actively look for and pursue new end clients and introducers/intermediaries.
- Assist with client / introducer requests and guidance in relation to residency and citizenship in a timely and professional manner
- To actively look for and pursue new leads by keeping regular correspondence with the current and prospective agents/introducers, conducting face-to-face meetings, attending conferences, and assisting with webinars
- To effectively communicate with prospective clients to determine their financial and personal objectives, or other information needed to engage in the services offered by the firm
- To help prepare contracts and engagement forms
- Preparing, conducting, and leading meetings effectively while following the meeting agenda, taking minutes, and ensuring that follow-ups are sent on a weekly basis
- Knowledgeable about the current residency/citizenship legislation and keeping abreast with any developments with regards to the relevant residency and citizenship programmes and/or legislation and regulations
- To build and maintain relations with introducers and prospective clients in the targeted jurisdictions
- To produce any reports and documentation as may be required by the manager
- To assist with posts on social media and digital marketing including website support, analysis, online advertising and promotion methods, providing insight into the Chinese market
- Supporting and adapting to changes in response to business needs
- To work closely with the Advisory and Business Development team to propose new and recommended business development strategies
- Assist with translation of marketing material from English to Mandarin
- To ensure continuity of service to the portfolio of clients engaged with the firm and assist the servicing team with ad hoc duties such as translation of documents, identifying personal documents issued in the advisor's native language and assist with translations during client meetings
- Communication - timely follow up to email, calls and customer inquiries and responsive attitude towards colleagues and senior management. Correspondence to be acknowledged within 1 working day from receipt and replied to within 2-3 working days from acknowledgement
- Work logging – to ensure that the company and client database is kept fully up to date on a weekly basis
- Ad hoc work as required
CANDIDATE PROFILE
- Two years' experience in a professional sales/ advisory environment with fluency in both written and spoken English and Chinese
- Medium user level in Microsoft Office Applications (Outlook, Word, PowerPoint, Excel)
- Punctuality and reliability, effective multi-tasking skills, ability to work calmly under pressure with a meticulous attention to accuracy and detail
- Work consistently within established timelines and ensure strict compliance with all applicable deadlines and procedures
- Excellent interpersonal skills and customer service and a proven ability to work in a collaborative, international and team-oriented environment
COMPANY BENEFITS
- Attractive Bonus System: In addition to the salary, we offer a performance-linked bonus tied to KPIs and number of clients closed.
- Business travel: Required, based on business needs, and notice in advance will be provided. Generally, when we travel to China we are away from 7-10 days a couple of times a year (at most).
- Remote Work Flexibility: Company mobile provided and the flexibility to work remotely once a week, subject to business needs.
- "Finish Early Friday" System: A full-time role, but with the benefit of a “finish early Friday” schedule where employees work 6 hours and are paid for 8.
- Prime Office Location: Bright, beautiful offices situated in a prime area in Ta' Xbiex.
- Health Insurance Coverage: Comprehensive health insurance is provided.
- Company Culture: We foster an open communication policy, value family, and treat everyone like one. Our staff turnover is low, and we prioritize long-term relationships, aiming to grow with our employees.
Due to the high volume of applications received at GRS Recruitment, only shortlisted candidates will be responded to.
If you are looking to take the next step in your career and thrive in a vibrant consultancy environment, we encourage you to apply for this exciting opportunity as a Private Clients Advisor. Take the first step towards your future today!