Investment Operations Officer

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A leading Corporate & Trust provider with offices in Malta and another jurisdiction is looking for an Investment Operations Officer to join their team in Malta. You will handle all Client issues across our Core jurisdictions, liaising with Clients and Advisers around the process required for High-Net Wealth Clients who would like to access monies within their Investment Portfolios. The perfect candidate will have client facing experience and at least 2 years’ experience in Financial Administration. This is a great career opportunity to gain experience in Financial Services and Wealth Management. If you feel you have the necessary skills and experience for this, then we look forward to receiving your CV for this Malta based Investment Operations Officer role.
  • Deal with Client and Adviser queries, using a variety of support tools including our own Client Platform and 3rd party Investment Platforms, around clients wanting to access funds from their Structures and Investments
  • Apply strict Due Diligence procedures in dealing with High-Net Wealth clients requesting funds
  • Process and follow-up Withdrawal transactions with clients, ensuring monies are transferred efficiently and within the Group’s agreed procedures
  • Raise and escalate issues with line-management where required
  • Carry out client and investment updates on the main company platform (XPLAN)
  • Liaisie with Investment Providers around evolving practices and procedures relating to Client Withdrawals
  • Remain up to date through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, attending training, conferences, and/or courses as directed by management, and obtaining certifications relevant to job duties.
  • Be part of the Operations Withdrawals team and provide support and cover for other areas as and when required
  • Contributes to the overall success of the Company by performing all other duties and responsibilities as assigned
  • A minimum of 2 years’ experience in Financial Services and Administration
  • Ideally have experience working within a Client-Facing payments’ Infrastructure
  • Understanding of Client Due Diligence requirements
  • Working on Client/Investment Platforms
  • The ability to maintain confidentiality with regards to
  • information processed, stored, or accessed by the systems
  • The ability to manage multiple concurrent activities and to effectively prioritise workloads
  • Strong command of the English Language
  • Effective verbal and written communication skills, especially in dealing with both Clients and Investment Providers
  • Proficient use of MS Office Applications
  • Self-motivated, positive attitude, and able to work independently and under pressure
  • Diligent, courteous and enjoying working with people
  • Excellent career prospects
  • Great salary
  • Performance related bonus
  • Free Parking
  • Health Insurance
  • Death Service Benefit
  • Young, dynamic team
  • Extensive training will be provided (one – to – one)
  • Open to sponsor any additional qualifications relevant to the position 
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 Laura Constantinou, quoting the above job reference or call +356 27780664 for further information.
Job Summary
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    20 July 2022
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  • 3981
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