Job Description
Lombard Bank is a long-established credit institution in Malta with a successful and consistent track record as a quality provider of financial services. It operates a full service bank with a branch network and places emphasis on private and corporate banking both locally and for international clients.
In line with the Bank’s continued development, the need has arisen to engage a suitable individual to perform the duties of an Investment Advisor. The successful candidate will be responsible to provide investment advice from the bank’s outlets and will be part of a team of Wealth officers within the bank.
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The main responsibilities of the role include, but are not limited to:
- Provisioning of investment advice to customers in respect of the Bank’s investment products;
- Maintaining related documentation following set procedures;
- Managing and reviewing customer investment portfolios;
- Seeking new relationships for investment advice;
- Be aware of related legislative measures; and
- Maintaining and managing Bank records, financial logs and other documentation.
The applicant as a minimum shall:
- Possess a relevant qualification recognised by MFSA as suitable for provision of investment advice;
- Have excellent communication and interpersonal skills;
- Have the ability to conduct tasks with minimum supervision, be reliable and dependable; and
- Be self-motivated and work on own initiative as well as within a team.
Besides opportunities for career growth, the Bank will offer to the chosen applicants an attractive remuneration package commensurate with qualifications and experience, free life and health insurance, home loan at preferential interest rates and discretionary performance bonus.
