Financial Advisor

CC Finance Group is a privately held Fintech Group that operates in Investment Services, Fund Administration, Online Investing, and Payments. With roots dating back to 1972, the Group today is evolving at a fast pace whilst keeping the same core principles, that of providing clients the best service using the latest technology and the top professionals in their field, whilst ensuring the strictest governance and ethics.

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 

• 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 

Reference: CCMT05722

“The enduring goal of Calamatta Cuschieri is that the composition of our workforce should reflect that of the communities in which we work.”