Are you ready to take the next step in your investment career and manage client portfolios within an established financial services environment?

Our client, a leading investment and stockbroking firm, is currently seeking a Portfolio Manager to take ownership of client relationships, manage investment portfolios and provide a high standard of investment service in line with client objectives and regulatory requirements.

What is expected of you?

Take direct responsibility for client relationships and manage clients’ investment needs across a range of services.
Conduct regular client meetings, both in person and virtually, and perform ongoing portfolio reviews.
Ensure client relationships and investment activities are managed in line with relevant financial regulations and internal compliance requirements.
Maintain a professional, ethical and client-first approach when providing investment services.
Maintain accurate and up-to-date client profiles and supporting documentation.
Ensure appropriate KYC and AML checks are completed and maintain relevant Source of Wealth and Source of Funds documentation.
Stay informed of local and international financial market developments.
Monitor economic conditions, market trends and geopolitical events that may impact client portfolios.
Participate as a member of the company’s in-house Investment Committee.
Contribute to investment discussions and portfolio decision-making.

What are you expected to bring?

A recognised investment services-related qualification, such as CeFA, CFA, B.Com (Hons) Banking & Finance, a Master’s in Financial Services or another relevant MFSA-approved qualification.
A minimum of three years’ experience in a similar investment or portfolio management role.
Extensive knowledge of financial markets, both local and international.
Previous experience managing investment portfolios and client relationships.
A good understanding of local and EU financial services regulation.
Familiarity with MFSA Conduct of Business requirements and AML obligations.
Strong organisational and interpersonal skills.
A mature and responsible approach with excellent attention to detail and confidentiality.
The ability to prioritise workloads and work accurately and efficiently.
Fluency in English, with Maltese considered an advantage.
Existing MFSA approval to provide portfolio management would be considered a strong advantage.

What’s in it for you?

Paid membership to a car park located just a few metres from the office.
The opportunity to work within a highly professional and experienced investment team.
Direct responsibility for client portfolios and investment relationships.
Participation in the company’s Investment Committee.
Strong learning and professional development opportunities.
Opportunities for medium- to long-term career progression.
Sponsorship for further studies and professional development.

If you’re an experienced investment professional looking to take ownership of client portfolios and contribute directly to investment decision-making, this could be the perfect next step in your career. Apply today and seize this exciting opportunity!

Salary: €50,000-55,000 per year

Portfolio Manager

Job Description