Jesmond Mizzi Financial Advisors
Jesmond Mizzi Financial Advisors
Jesmond Mizzi Financial Advisors

Client Relationship Officer

Jesmond Mizzi Financial Advisors Limited (JMFA), an investment services company licensed by the Malta Financial Services Authority under the Investment Services Act, is seeking to recruit a full-time Client Relationship Officer.

The successful candidate will be assisting a team of Investment Advisors and be responsible for providing a high level of service to their clients.

A remuneration package, commensurate with relevant experience, is being offered, along with the opportunity to become part of an energetic team within a well-structured organisation.

Main tasks and responsibilities
  • Providing client support and handling client communications effectively
  • Assistance with the preparation of documentation such as investor suitability reports and investment proposals
  • Updating of client files (due to expired or missing information)
  • Ongoing AML related checks on clients (to ensure client information in the system is up to date and complete)
  • Liaising with the Compliance & AML team to ensure ongoing compliance to regulations
Educational and skill requirements
  • A diploma or degree related to financial services
  • At least 2 years’ experience in financial services institutions, however adequate training will be provided
  • Analytical and good time management skills and the ability to work independently
  • Fluency in English and Maltese both verbal and written
  • Experience in Client Relationship Management would be considered an asset, however, adequate training will be provided
Advertisement published22. November 2024
Application deadlineNo deadline
Language skills
No specific language requirements
Location
South Street, Valletta
Type of work
Professions
Job Tags