Financial Advisor

Location Malta
Discipline: Finance
Contact name: Simon Pace

Contact email: [email protected]
Job ref: 15621
Published: about 1 month ago
We are looking to hire a financial advisor to join an international wealth management company who has recently established themselves in Malta. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. 

Responsibilities:
  • Talking to clients to determine their expenses, income and financial objectives
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.

Requirements:
  • Bachelor's degree in business, finance, or related field.
  • Experience providing quality financial advice.
  • 1-2 years of providing financial advice experience.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in MS Office applications.
For more information email [email protected] or WhatsApp 9905 8967.