We are looking for an Investment Advisor / Client Manager to work in a growing company which truly values their staff members, constantly invests in state of the art portfolio management systems and IT infrastructure and allows each team member to develop and contribute towards providing investment solutions for their clients.
As a member of the client management team your main areas of responsibilities will be to:
- Manage a number of advisory and discretionary clients in line with the investment objectives discussed and agreed with such clients;
- Keep your client list organised in a way which will allow you to efficiently maintain regular communication with these clients;
- Communicate any investment ideas which are identified by the firm to the appropriate clients in accordance with the investment mandate given to us by the client in terms of risk and return;
- Regularly review the advisory and discretionary portfolios to ensure that the investments held are in line with the respective investment parameters;
- Communicate any necessary changes in structure to either reflect changes in market conditions or changes in the client’s investment profile;
- Prepare investment recommendations for new clients;
- Handle a number of execution-only clients; and
- Actively participate in our in-house weekly investment committee meetings.
In order to fulfil this role you would need to:
- Keep yourself updated with the firm’s latest thinking in terms of generic market conditions and asset allocations;
- Keep yourself updated by reading various chronicles and articles;
- Attend the firm’s investment committee meeting which is held on a weekly basis during which your opinion and ideas are expected to be heard; and
- Have the initiative to maintain a certain level of discipline and organisation to ensure that you are always on top of your role and responsibilities.
The profile we are looking for - being educated to a minimum of degree level, your main strengths will be your client facing skills. A minimum of 3 years experience in Investment Management is needed. You will need to be forward thinking, bringing new investment ideas to the company. This is a great opportunity to work for a company which values you and your opinion and as such you will be involved in the weekly investment committee meetings. You will report directly to the director responsible for client management within the firm with whom regular meetings will be held to keep you very much involved. Excellent written and spoken English and Maltese Language skills are needed.
The firm expects you to regularly interact with the firm’s clients on an individual, personal level in order to build and strengthen the company-client relationship which will translate in a better service offering. On the other hand, the company also takes the same approach with its employees which allows it to create and maintain a good, strong bond with its employees.
This is an opportunity to be part of a technical and motivated team which is navigating in a growing and exciting market – to be a member of a team which is dedicated and focused in what it does.
If you are interested in this role please send your CV and covering letter to kmicallef@curmiandpartners.com