Vacancy - Compliance Officer | Compliance, Zenith Finance

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Vacancy – Financial Advisor

JOB TITLE:

Financial Advisor

DEPARTMENT:                   

Investment Advisory Department

JOB PURPOSE:

The nature of this job is to assist customers achieving their lifetime goals, by providing advice and recommending appropriate financial solutions.

 

MAIN DUTIES AND RESPONSIBILITIES 

  • Generate own leads and prospects. 
  • Set up individual meetings with prospective clients.
  • Conduct client reviews.
  • Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. 
  • Establish and maintain a client base.

THE IDEAL CANDIDATE WILL HAVE 

  • Minimum 3 Years’ experience in an investment advisory role.
  • Applicant must be licensed by the MFSA as investment advisor.
  • Valid Maltese Driving License and own vehicle.
  • Fluent in both Maltese and English.
  • Computer literate.
  • Industry Fit and Proper related Compliance/Legislative requirements.
  • Ability to work within a team.

DURATION OF CONTRACT

Indefinite

HOW TO APPLY

All interested applicants are to forward their CV to our HR Department on hr@zenithgroup.mt. Applications are treated in absolute confidence. By submitting your application, you are agreeing to the Company’s Privacy Policy.

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