MeDirect is a Maltese digital bank, founded in 2004, with over 180,000 clients and operations in Malta and Belgium. We offer a wide range of financial services to both retail and corporate clients, including daily banking, savings, and corporate services.

We are always on the lookout for determined and hard-working individuals who are eager to take the next step in their career. At MeDirect, we strive to provide an exceptional employment experience, fostering growth, collaboration, and innovation.

Role Overview

MeDirect is seeking a motivated and investment-focused Senior Wealth Officer to join its dynamic team in Gozo. This role is ideal for individuals looking to further develop their career in banking and investment services while delivering an excellent customer experience.

The successful candidate will be responsible for managing an assigned portfolio of clients, providing investment advice in accordance with regulatory requirements, and identifying opportunities to grow existing and new client relationships.

This position is offered on an indefinite contract basis.

Key Responsibilities

Investment & Financial Advisory

Provide investment advice to clients in line with MiFID II requirements and internal policies
Manage and maintain relationships with an assigned portfolio of investment clients
Conduct regular client reviews and suitability assessments
Support clients in achieving their financial and investment objectives

Business Development & Sales

Identify and generate new business opportunities
Introduce new customers to the Bank’s investment and banking services
Grow the Bank’s investment client base and deepen existing client relationships
Achieve agreed sales and productivity targets
Promote and cross-sell banking and investment products

Relationship Management

Build and maintain strong, long-term relationships with clients
Handle customer queries and complaints in a professional and efficient manner
Deliver a high level of customer satisfaction and service

Banking Operations

Support account opening and investment onboarding processes
Maintain accurate CRM records and client documentatios
Complete administrative tasks related to client portfolios and regulatory requirements
Assist clients with banking and e-banking services and queries as required

Networking & Market Knowledge

Represent the Bank at networking and business events
Stay up to date with financial markets, industry developments, and relevant regulations
Pursue continuous learning and professional development opportunities

Requirements & Qualifications

Degree in Banking and Finance or Diploma in Financial Advice or another recognised qualification meeting the competency requirements to provide investment advice
Excellent written and verbal communication skills in both Maltese and English
Previous experience within the financial services sector
Proficiency in Microsoft Excel, Word, and PowerPoint

Our Package:

At MeDirect, we believe that our people are our greatest strength, which is why we offer a comprehensive benefits package designed to support employee well-being, growth, and overall experience.

Benefits include:

🏥 Private Health & Life Insurance
🏡 Home Office Subsidy
🚗 Free Parking
📚 Study Grants & Leave
💻 Hybrid Working Model & ⏰ Flexible Working Hours
🏋️ Gym Subsidy
💰 Staff Savings Account with Preferential Interest Rate
🏠 Home Loan Subsidy
🎁 Yearly Discretionary Performance Bonus

Senior Wealth Officer

Job Description