Investiment Advisor
Boston Link View all jobs
- Malta Island
- Permanent
- Full-time
- Career Progression
- Competitive package
- Work with a high-quality client base and manage your own portfolio
- Manage client investment portfolios and provide tailored financial advice aligned with internal policies
- Build and maintain strong client relationships while identifying new business opportunities
- Actively acquire new clients across investments, insurance, pensions and deposits
- Ensure full compliance with internal policies, regulatory requirements and risk procedures
- Monitor and report any control gaps or compliance issues to the relevant stakeholders
- Stay up to date with market trends, economic developments and investment strategies
- Contribute to internal research and investment insights
- Support business growth through networking and proactive client engagement
- Assist in business planning and budgeting activities when required
- Prepare reports and support projects as assigned
- Identify high-value opportunities and refer clients where appropriate
- Carry out general administrative and operational duties as needed
- Proven experience within the investment or financial advisory space
- Strong understanding of financial markets and investment products
- In-depth knowledge of regulatory frameworks within financial services
- Relevant qualification recognised by the MFSA for Investment Advisory
- Registered (or eligible to be registered) as an Investment Advisor with the MFSA
- Strong communication and relationship-building skills
- Proactive, client-focused and commercially driven mindset