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Senior Financial Advisor

  • On-site
    • B'Kara, Birkirkara, Malta
  • Financial Advisory

Job description

Calamatta Cuschieri Moneybase Group, a leading diversified financial services group that founded the Maltese financial services industry in 1971. We currently employ 200 people spread across 3 core business lines namely Fintech, Investment services and Fund administration.

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 

Job requirements

  • 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:

- Health Insurance and fitness allowances
- Study Leave

  • Fully paid sponsorship schemes for further studies

  • Exposure to the very latest technologies

- Opportunities for career growth
- Variable bonus linked to KPI


Visit our home page to see more about our company

All Applications will be acknowledged and treated with maximum confidentiality

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

Reference: CCMT05722



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