Investment Advisor

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 applicant an attractive remuneration package commensurate with qualifications and experience, free life and health insurance, a home loan at preferential interest rates and a discretionary performance bonus.
Lombard Bank Malta plc - KMP-95624