Jobs

    Investments Advisor - Malta - Konnekt

    Konnekt
    Konnekt Malta

    18 hours ago

    Konnekt background
    Full time
    Description

    A leading financial institution is looking to recruit an Investments Advisor to join their growing team.

    Responsibilities:

  • Manage client investment portfolios and provide tailored investment advice within bank guidelines.
  • Actively engage in acquiring new clients for investment, insurance, and pension products.
  • Ensure adherence to internal policies and risk control procedures, taking corrective action to address any deficiencies and reporting to the Compliance Manager.
  • Meet regulatory and compliance requirements for assigned clients and their investment portfolios.
  • Stay informed about economic and investment trends, contributing to internal research within the Investment Distribution Unit.
  • Participate in the Investment Distribution Committee when required.
  • Expand the client database through effective networking and customer acquisition strategies.
  • Identify potential high-value transactions exceeding authorized limits and refer leads to the Private Clients section.
  • Prepare and submit reports, supervise projects, and assist with unit business planning and budgeting.
  • Maintain compliance with bank policies, guidelines, and procedures.
  • Support superiors in preparing business plans and budgets as needed.
  • Handle standard office tasks including mail processing, phone calls, supply ordering, and filing.
  • Perform other duties as assigned from time to time.

    Requirements
  • Conversant with the Investments Regulatory environment
  • Ideally has previous local working experience in the Investment field but fresh graduates will also be considered
  • Fluency in both written and spoken English and Maltese
  • Willing to work on Saturdays Education and Experience
  • Holds a benchmark qualification recognised by the MFSA in order to hold an Investment Advisory license. However candidates who are yet to read for their DIPFA would still be considered
  • A degree in Banking, Insurance or a related fieldBenefits
  • Subsidized loan rates
  • Health and Life Insurance
  • Pension plan
  • Performance bonus

  • Konnekt

    Financial Analyst

    18 hours ago

    Konnekt Malta Full time

    A new opportunity has arisen for a Financial Analyst to join a local firm operating within the investments sector. · This person will be supporting the Investments Advisors in conducting research on listed companies and their financial state and producing reports that reflect th ...

  • Konnekt

    Financial Advisor

    18 hours ago

    Konnekt Malta Full time

    Our client within the Investment industry is looking for a Financial Advisor to join their team · Responsibilities: · Conduct financial planning reviews with customers · Assess their needs and fulfill them through various product services · Manage and review client's investment ...

  • Konnekt

    Financial Controller

    1 week ago

    Konnekt Malta Full time

    A Gaming company is currently on the lookout for a Financial Controller to join their team · Duties include: · Contributions and support the monthly management reporting and annual financial statements for each of the of major markets and consolidated reporting. · Drive improve ...

  • Konnekt

    Financial Business Analyst

    18 hours ago

    Konnekt Malta Full time

    Our client, in the telecommunications industry, is looking to recruit a Financial & Business Analyst, reporting to the CFO to their Finance team. · Responsibilities: · Developing and overseeing the preparation of both long and short-term business planning processes. · Leading rel ...

  • Konnekt

    Chief Financial Officer

    18 hours ago

    Konnekt Malta Full time

    A client of ours specialising in the Retail sector is currently looking to onboard a Chief Financial Officer , to join their dynamic team; The designated person will be working closely with the Chief Executive Officer, and responsibilities are as follows: · Duties: · Ensure the ...

  • Konnekt

    Chief Financial Officer

    1 week ago

    Konnekt Malta Full time

    A client of ours specialising in the Retail sector is currently looking to onboard a Chief Financial Officer,, to join their dynamic team; The designated person will be working closely with the Chief Executive Officer, Finance Director and all Managers, and responsibilities are a ...

  • deVere Group

    Commissions Administrator

    18 hours ago

    deVere Group Malta Island Full time

    DeVere & Partners Holding Ltd in Malta is looking to recruit a Commissions Administrator to join their team on a full-time basis. · Job Role: · As a Commission Administrator, you will ensure that all the procedures needed for a pension scheme to be transferred are completed to th ...

  • EY

    Audit Senior

    18 hours ago

    EY Malta Full time

    Job description · At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. ...

  • EY

    Audit Manager

    18 hours ago

    EY Malta Full time

    Job description · The EY Malta Assurance Department specialises in delivering high quality and efficient audit and advisory services to a portfolio of clients, understanding the enterprise-wide view of business risk and how this risk can be effectively managed. We use state-of-t ...