Our esteemed client, a distinguished Wealth Management company based in Malta, is seeking a dedicated Portfolio Manager to join their team. With a close-knit team, this organisation values professional growth, integrity, and a personalised approach to client service. This is a fantastic opportunity for an experienced Portfolio Manager with a solid background in Financial Services to contribute to a dynamic and reputable firm committed to excellence.We look forward to helping you find your next career move with confidence and success.
DUTIES AND RESPONSIBILITIES
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Taking direct responsibility for client relationships and managing client needs across the different spectrum of services.
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Conducting period client meetings (in-person or virtual) and portfolio reviews.
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Adhering to all relevant financial regulation in the conduct of these client relationships while following internal compliance policies, and maintaining an ethical, client-first approach in line with the Company's philosophy.
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Maintaining accurate documentation of client profiles to satisfy regulatory requirements including thorough Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, and obtaining the necessary documentary evidence for source of wealth and source of funds.
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Keeping continuously informed about market trends, economic conditions, and geopolitical events that could impact client portfolios.
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Participating as a member in the in-house Investment Committee.
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Generally performing or assisting with any other task as may be required from time to time and as may be reasonably associated with your role.
CANDIDATE PROFILE
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Possess an MFSA approved investment services-related qualification, such as CeFA, CFA, B.Com (Hons, Banking & Finance) or Masters in Financial Services.
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Have a minimum work experience in a similar post of at least three years.
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Extensive knowledge of financial markets, both local and foreign.
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Be familiar with local and EU regulation, particularly the MFSA Conduct of Business rules and anti-money laundering rules.
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Excellent organisational and interpersonal skills.
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Be mature and responsible with a high degree of attention to detail and confidentiality
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Must be a dynamic and self-motivated individual with the ability to prioritise daily workload while working accurately and efficiently
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Be fluent in English (and preferably also Maltese)
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Candidates who are already approved by the MFSA to provide portfolio management will be given preference.
SALARY AND BENEFITS
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€45,000 - €55,000 Gross Per Annum
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Salary will be determined based on experience, qualifications, and skills. The advertised salary range is indicative, any offer will reflect the successful candidate’s suitability
Due to the high volume of applications received at GRS Recruitment, only candidates selected for interview will be contacted.
To apply for this position, please email your CV to
Michelle Cooper, michellec@grsrecruitment.com quoting the above job reference or call +356 99998272 for further information.