Investment Advisor

 

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 investment advisor.

The Role – Investment Advisor

The investment advisor’s key responsibility will be to provide investment advice and build as well as maintain a portfolio of client relationships, in line with the company’s customer acceptance policy and established procedures.

Responsibilities will also include: 

  • Advising existing and potential clients on investments which fall within the company’s parameters;
  • Prospecting for new clients;
  • Carrying out regular investment reviews in order to ascertain that client portfolios remain suitable and in line with the clients’ knowledge, experience, investment objectives, sustainability preferences, financial situation, and risk profile and advising on investment decisions in accordance with the Company’s parameters and recommended lists of securities and products;
  • Keeping abreast of economic, market developments and investment products;
  • Maintaining an up-to-date client database and working closely with the support team to perform all required ongoing due diligence on clients to ascertain that client details in the company’s system are correct and compliant with the established procedures and regulatory obligations;
  • Participating in the company’s regular advisors’ meetings.

Applicants will be considered if they are in possession of:

  • A banking & finance or similar MQF level 6 degree;
  • Strong interpersonal skills with focus on customer-centricity;
  • Previous working experience as an investment advisor (and/or having been previously approved by the MFSA for a similar role) would be considered an asset;
  • Good time management skills and the ability to work independently;
  • Fluency in English and Maltese is a must.

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

To apply for this post kindly fill in the form below. Applications are treated in absolute confidence.

     

    Jesmond Mizzi Financial Advisors Limited is licensed by the Malta Financial Services Authority and is a member of the Malta Stock Exchange.