Financial Advisor

Job description

Calamatta Cuschieri is Malta’s largest independent financial services Group that pioneered the local financial services industry as early as 1972. Today the company’s perspective is global, CC Group has diversified across a full range of financial services and the group operates dedicated Fintech and marketing companies.

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.

Summary of Role:

The Financial Advisor will work within the Retail part of the Calamatta Cuschieri Wealth Management business and will be based in one of our branches. The main objective is to deliver the highest level of Customer Service whilst providing clients with a personalized, high value and comprehensive advisory financial recommendation.

Duties & Responsibilities:

  • Conducting Financial Planning reviews with customers, in a private & professional setting, with a view to assess their needs and fulfill them through various Investment, Insurance, Pensions & Regular Savings products and services. 
  • Be based in one of our branches & manage and review client’s investment & wealth management portfolios 
  • Consulting clients in an unbiased, responsible and objective manner
  • Focus on achieving the highest level of customer satisfaction
  • Be used to working in a highly dynamic environment

Requirements

Experience & Education Requirements

  • Possess an appropriate qualification to enable the provision of Investment & Insurance advice such as DipFA and/or CeFA or other related certifications
  • Have an established and proven track record in the provision of financial services in the local market. Minimum 2-3 years’ experience in a Financial Advisory role.

Skills Requirements

  • Have excellent communication and interpersonal skills.
  • Be a mature, ethical & responsible individual with a high regard to client’s confidentiality.
  • Be fluent in both Maltese and English

Package

We are offering a competitive salary for this role. The role offers plenty of growth possibilities and also includes Health Insurance & Gym allowance benefits amongst others.


All Applications will be acknowledged and treated with maximum confidentiality

Reference: CCMT05620

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