Client Relationship Officer

Jesmond Mizzi Financial Advisors Ltd (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 to join our Client Services Team. The selected candidate will work closely with assigned Investment Advisors and will be responsible for managing their own portfolio of clients while upholding the high standards of service for which JMFA is known.

The Role – Client Relationship Officer

The successful candidate will take end-to-end responsibility for client servicing, from onboarding through to ongoing monitoring and day-to-day client support. Working within a structured team, the role requires strong organisational skills, client focus, and attention to detail.

Key Responsibilities

• Managing the full client onboarding process, including initial documentation, regulatory checks, and account setup.
• Conducting ongoing monitoring of client files to ensure completeness, accuracy, and full compliance with regulatory requirements.
• Handling daily client communication (emails and calls), providing timely support and information while maintaining a professional and client-centric approach (no investment advice is to be provided).
• Preparing client presentations, reports, and documentation where necessary.
• Supporting assigned investment advisors by preparing investment-related documentation, including subscription paperwork for new issues and ensuring all forms are completed and signed.
• Carrying out AML and KYC reviews, including source of wealth assessments, FATCA/CRS forms, and enhanced due diligence where required.
• Coordinating with Compliance and AML teams to ensure adherence to internal policies and regulatory obligations.
• Preparing and issuing valuations and other portfolio-related reports to clients on a regular basis.
• Maintaining accurate, well-structured, and up-to-date client records in internal systems.

The Ideal Candidate

Applicants will be considered if they possess:

• Strong organisational and time-management skills, with the ability to manage a diverse workload independently.
• Excellent written and verbal communication skills in both English and Maltese.
• Previous experience in financial services, client servicing, or a related field will be considered an asset; however, full training will be provided.
• An MQF Level 6 degree in Banking & Finance or a related field will be considered an asset.
• A client-focused approach, strong interpersonal skills, and the ability to handle sensitive information with discretion.
• A proactive, solutions-oriented mindset and the ability to work effectively within a team structure.

What We Offer

A competitive remuneration package commensurate with experience, along with the opportunity to become part of a dynamic and supportive team within a reputable and well-established organisation.

Interested applicants are invited to send their CV and a cover letter to [email protected] by not later than 22^nd June 2026.

Applications are treated in absolute confidence.

Jesmond Mizzi Financial Advisors Ltd is licensed to conduct Investment Services Business by the Malta Financial Services Authority and is a Member of the Malta Stock Exchange.