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- Cultivate and maintain positive relationships with clients through regular communication and personalised interactions
- Understand clients' financial goals, risk tolerance, and investment preferences
- Communicate investment ideas, that are identified by the Company's research team, to clients following the investment mandate given by the clients in accordance with their risk and return requirements
- Conduct regular reviews of the clients' portfolios ensuring alignment with the respective investment mandates and communicate any necessary changes to the clients
- Prepare and present investment recommendations and investment performance reports to clients
- Educate clients on market trends, investment options, and financial planning strategies
- Provide clear explanations of complex financial concepts to help clients make informed decisions
- Provide cover to the trader to execute trades on local and international markets
- Actively embark on a strategy to identify opportunities to grow the firm's client base through networking and investment presentations
- Participate in the firm's regular investment committee and provide feedback received from clients to ensure that any investment gaps are being addressed
- Address and resolve client enquiries, concerns, and issues promptly and effectively
- Liaise with other team members to ensure the Client Management team provides best-in-class support and service to clients
- Ensure compliance with regulatory requirements and internal policies
- Keep abreast of industry regulations and updates
Skill-sets and Requirements - Good understanding of investment products, financial markets, and wealth management
- Must have excellent communication skills in both English and Maltese
- An outgoing personality with the ability to build and nurture strong relationshipsEducation & Experience
- A first degree in finance or its equivalent
Client Manager - Malta - Konnekt
Description
A client of ours specialising in Financial and Investment Services, is currently looking to onboard a Client Manager to join their team of professionals:
Duties: