Wealth Manager (Gozo)

Reporting to the Head of Investment Network, the selected candidate will manage an assigned customer portfolio in line with the Bank’s strategy. The selected candidate will be providing Financial Advice to customers, ensure a high level of customer satisfaction and retention whilst being responsible for leading sales and service initiatives including customer on-boarding, cross-selling opportunities and customer support.

Malta * Full-time

Duties and responsibilities

  • Promoting and attracting new affluent and mass affluent customers
  • Preparing and/or assisting in the preparation of customer reviews in line with the bank’s procedure
  • Assisting and attending to customer queries with regards to e-banking, deposit, account opening and other matters
  • Effectively communicating with other areas of the Bank to promote cross-selling
  • Keeping abreast with financial news, industry best practices and related legislation in order to provide support to customers
  • Performing administrative duties to fulfil the exigencies of the role, including but not limited to setting up of new customers, opening of new accounts, updating customers data on the Bank’s core systems, ensuring documentation of customers’ files and investment recommendations is kept up to date
  • Processing receipt of customer cheque deposits, inputting such deposit into the bank’s core system, issuing and advice to customers and scanning the related documentation on the Bank’s document management system

Required knowledge, skills and experience

  • Diploma for Financial Advisors (DipFA) and/or Banking and finance or another equivalent qualification from a tertiary education institution (at least MQF Level 6 or higher).
  • At least 2 years of relevant experience in the financial services industry
  • Proficiency in Microsoft Excel, Word and PowerPoint
  • Excellent written and verbal communication skills in both Maltese and English
  • Preference will be give to applicants who are already PQ’ed and approved to provide investment advice by the MFSA

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