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
Grow with us
- Ongoing internal training
- External training opportunities, both locally and abroad
- Study leave
- Sponsorship schemes for further studies
- Opportunities for career growth
Earn and save
- Free life and premier health insurance
- Discretionary performance bonus
- Staff savings account at a highly preferential rate
- Home loan subsidy
- Relocation programme
- Employee referral incentive
- Free parking
Invest in yourself
- 18 weeks of fully-paid maternity leave
- Remote working and flexible hours
- Extended unpaid parental leave
- Possibility to work from home
- Fitness refund
- Additional bank holidays
- Staff discounts
Experience better banking
The sooner you start managing your money, your way, using the best-in-class tools, the sooner you’ll see results. Sign up and open your account for free, within minutes.
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.