Careers

Wealth Manager

We are looking for a Wealth Manager to join our dynamic team at MeDirect. As a Wealth Manager, you will bring value to the business by providing deposit and investment services to customers ensuring 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

  • Ensuring that the assigned customer portfolio is managed to generate new business, meet cross-sell KIPs and investment business growth targets, defined at budget level
  • Building long lasting profitable relationships to ensure customer loyalty
  • Attracting new customers
  • Providing investment advice to new and existing customers, in line with the customer’s financial needs, risk profile, applicable regulation and internal standards, also having such advice documented accordingly
  • Ensuring that customers obtain regular investment information and portfolio reviews, therefore delivering a superior investment proposition
  • Keeping abreast with financial news, industry best practices and related legislation to be able to provide support to customers
  • Undergoing administrative duties to fulfil the exigencies of the role

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)
  • Excellent analytical skills and attention to detail
  • At least 5 years of relevant experience within the investment advisory sector
  • Proficiency in Microsoft Excel, Word and PowerPoint
  • Excellent written and verbal communication skills in both Maltese and English
  • Already PQ’ed and approved to provide investment advice by the MFSA  

What we offer

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We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.

For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.