Our client, a well-established investment services company licensed by the MFSA, is currently looking for a Client Relationship Officer to join their team. This is an excellent opportunity for a proactive and client-focused individual to own the full client journey, from onboarding through to ongoing support and portfolio monitoring, within a well-organised and collaborative team.

This is a hybrid role that offers a salary up to €25K plus bonus.

Role & Responsibilities

Manage the full client onboarding process, including initial documentation, regulatory checks, and account setup and ensure that client files are up-to-date

Assist clients via email and phone calls

Prepare client presentations, reports, and documentation as needed

Support investment advisors by preparing documentation, including subscription paperwork for new issues, and ensuring all forms are completed and signed

Conduct AML and KYC reviews, including source of wealth assessments, FATCA/CRS forms, and EDD where required

Coordinate with compliance and AML teams to ensure adherence to internal policies and regulatory obligations

Prepare and issue valuations and other portfolio-related reports to clients on a regular basis

Maintain accurate, well-structured, and up-to-date client records in internal systems

Education, Skills & Experience

Degree in Banking & Finance or a related field is a plus

Previous experience in financial services, client servicing, or a related field is a plus

Fluency in Maltese and English at a native level - both written and spoken

Proficient with MS Office applications

Organised with excellent time management skills

Able to work under pressure and respect tight deadlines

Discreet with a sense of integrity when it comes to confidential information

Pro-active with a solutions oriented mindset

Able to work both independently and within a team

About the Role

Salary of up to €25K + performance bonus

Hybrid working (available after probation)

Flexible Hours with flexible starting and ending times

On-the-job training

Health & Dental Insurance

Well-being Allowance

Professional growth and development opportunities

Please apply with your detailed CV in English.

JobMatchingPartner Limited is a recruitment agency licenced in Malta, EU with licence no EA00340-2024. We act on behalf of clients based in Malta and elsewhere. JobMatchingPartner does not share your personal details with any third party without your written consent.

Owned and operated by JobMatchingPartner Limited since 2019.

Registered office:

Centris Business Gateway II, Level 2G,

Triq is-Salib Ta' L-Imriehel, Zone 3

Central Business District

Birkirkara CBD 3020

MALTA

Recruitment Licence EA00340-2024 issued by the D.I.E.R. in Malta

Company Reg C93587

Salary: €25,000 per year

Client Relationship Officer

Job Description