Senior Financial Advisor

Calamatta Cuschieri Moneybase plc is a privately held Financial Services Group that operates in Investment Services, Payments and Fund Administration. With roots dating back to 1971, 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.

Moneybase is a multi-award-winning finance platform that allows individuals and businesses to easily manage all their financial needs, from daily payments to investments to treasury and wealth management we have got you covered. 

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 200 people from over 30 countries around the world with Assets Under Management and Administration of over 3 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 
  

Remuneration

We are committed to attracting and selecting top people to join our team. We are also committed to creating a workplace that encourages individual growth; we value our people and their well-being.

What we offer:

• Ongoing internal training

• External training opportunities

• Study Leave

• Sponsorship schemes for further studies

• Opportunities for career growth

• Free health insurance

• Gym Subsidy

• Mental health package

• Performance bonus

• Employee referral incentive

Visit our websites - cc.com.mt or moneybase.com for more information about us.

All Applications will be acknowledged and treated with maximum confidentiality

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