A leading investment bank is looking for an Investment Advisor to join their team in Malta where you will focus on duties relating to Investment Advisory, investment analysis and client relationship management within the Private Banking Department. The ideal candidate will have a bachelor’s degree in Banking and Finance (or a relevant qualification), strong MiFID knowledge and ideally qualification as Portfolio Manager. If you feel you have the necessary skills and experience, then we look forward to receiving your CV for this Malta based Investment Advisor role.
MAIN DUTIES AND RESPONSIBILITIES
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Conduct analysis of existing of investments that form part of the Bank’s Whitelist of investment positions.
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Conduct analysis and preparing an investment analysis datasheet on new investment ideas that may be added to the Bank’s Whitelist of investment positions.
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Prepare formal investment recommendations for customers and be able to explain the rationale behind the suggested investment recommendation.
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Perform monitoring exercises and maintenance of appropriate monitoring standards of clients' accounts and portfolios.
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Liaise across departments and regulatory functions within the Bank with a view to assisting in the proper and timely prosecution of business flows and transactions including but not exclusively the Trade and Settlement desks and the Payments department.
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Assist in the redaction and maintenance of processes and procedures.
CANDIDATE PROFILE
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Bachelor’s Degree in Banking and Finance or a relevant qualification.
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Qualifications to be authorized as a Portfolio Manager will be considered as an asset.
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Good IT knowledge.
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Good working knowledge of MiFID.
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Approval from MFSA to provide Investment Advice will be considered an asset.
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Capable of managing clients’ requirements accurately and efficiently.
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Hands on with can do attitude.
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Analytical skills, with excellent attention to detail.
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Strong command of English, both oral and written.
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Able to work in a team and willing to learn new skills.
COMPANY BENEFITS
Due to the high volume of applications we receive at GRS Recruitment, only shortlisted candidates will be responded to.
To apply for this position, please email your CV to
Michelle Cooper, michellec@grsrecruitment.com quoting the above job reference or call
+356 2168 0800 for further information.