Job description
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.
*Job. Matching. Partner 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. Job. Matching. Partner does not share your personal details with any third party without your written consent.