Senior Financial Advisor
Senior Financial Advisor
COMPANY
Moneybase
cITY
Birkirkara, Malta
Category
Administrative
Job Level
Senior
Employment Type
Full time
Job description
Calamatta Cuschieri Moneybase Group, a leading diversified financial services group that founded the Maltese financial services industry in 1971. We currently employ 200 people spread across 3 core business lines namely Fintech, Investment services and Fund administration.
We are committed to attracting and selecting the very best people to join our team and to creating a workplace that promotes individual career growth; we value our people and their well-being. The group employs over 190 people from over 27 countries around the world with Assets Under Management and Administration of over 2 billion.
Duties & Responsibilities:
- Conduct financial planning reviews with customers, with a view to assess their needs and fulfill them through various Investments, Insurance, Pensions & Regular Savings products and services.
- Be based in one of our branches & manage and review client’s investment portfolios
- Consult clients in an unbiased, responsible and objective manner
- Focus on achieving the highest level of customer satisfaction
Job responsibilities
- Conduct financial planning reviews with customers, with a view to assess their needs and fulfill them through various Investments, Insurance, Pensions & Regular Savings products and services.
- Be based in one of our branches & manage and review client’s investment portfolios
- Consult clients in an unbiased, responsible and objective manner
- Focus on achieving the highest level of customer satisfaction
Job requirements
- Have a minimum of 5 years experience in the role, with an established and proven track record in the provision of financial services in the local market.
- Have excellent communication and interpersonal skills.
- Be a mature & responsible individual with a high regard to client’s confidentiality.
- Be fluent in both Maltese and English
- Possess an an appropriate qualification to enable the provision of Investment & Insurance advice