Job Title

Financial Advisor

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Job Description

Company Introduction

Our client is a leading company that offers the full range of financial services.

Job Responsibilities and Duties

  • Providing investment advice to clients;
  • Managing and reviewing client’s investment portfolios;
  • Consulting clients in an unbiased, responsible and objective manner;
  • Focusing on achieving the highest level of customer satisfaction
  • Constantly achieving client satisfaction;
  • Explaining and providing visibility on the different types of investments available, tailored to the needs of the client.


  • Possess a Bachelor’s degree in Banking & Finance or equivalent in a related field;
  • A minimum of 1 year previous local experience in a similar role in the financial services industry would be considered as an important asset;
  • Being licensed by the MFSA will be considered a strong asset;
  • Have a proven track record in the local market.

Personal Skills

  • Have a strong sense of responsibility;
  • 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;
  • Have a strong sense of responsibility;
  • Be customer-oriented;
  • Be ambitious, well organised and goal target oriented.
Tags: Calling Clients, Client Networking, Client Relations, Customer Service, English, Malta Individual Investors Programme, Maltese, MFSA, MIIP, Organisation, Organisational, Organisational and Time Management, Written and Oral English Communication

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