- Conduct financial planning reviews with customers
- Assess their needs and fulfill them through various product services
- Manage and review client's investment portfolios
- Consult Clients on the best way forward
Requirements - Have a minimum of 3 years experience in the role
- An established and proven track record in the provision of financial services in the local market
- Be fluent in both Maltese and EnglishEducation and Experience
- PQ'd by the MFSA
- A CFA qualification is required for this roleBenefits
- Gym discounts
- Uncapped commission
- Health Insurance
- Summer Working hours
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Financial Advisor - Malta - Konnekt
Description
Our client within the Investment industry is looking for a Financial Advisor to join their team
Responsibilities: