Job Description
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JOB TITLE
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Private Clients Relationship Manager
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LEVEL/BAND
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MS30
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DEPARTMENT
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Investment Distribution
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DIRECT REPORT (JOB TITLE)
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Private Clients Manager
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Overall Purpose of the Position
To provide customisable financial advice on Investments and Insurance, through the use of a whitelist containing foreign/ local bonds, equities, ETFs, mutual funds and insurance products, for private clients with the potential to hold an investment portfolio between Eur 150,000 up to Eur 750,000,
Operational Responsibilities
- To manage the assigned client relationships, in particular high net worth client relationships, engaging with clients and providing investment advice in accordance with bank parameters and/or to act as secondary relationship manager for the bigger portfolios held at Private Clients.
- To actively engage in customer acquisition tactics to attract new deposits to APS bank Plc.
- To ensure that internal policies and risk and control procedures are observed on a day-to-day basis and corrective action devised to address processes and control deficiencies. Any shortfalls are to be reported to the Compliance Manager.
- To keep updated on prevailing economic and investment scenario and contribute to the internal research function of the Investment Distribution Unit. The PC Manager may be requested to sit on the Investment Distribution Committee.
- To develop and build on the investments client data base through effective networking and other customer acquisition strategies.
- To ensure that regulatory and compliance obligations are met with the assigned clients and their investment portfolios.
- To engage in customer acquisition tactics to attract new clients to the Investment services of the bank.
General Responsibilities
- To submit any reports and/or supervise any projects and activities as may be directed from time to time.
- To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.
- To assist his/her superior in the preparation of the unit’s business plan and underlying budgets.
- To perform standard office tasks including processing mail, answering phone calls, ordering supplies and filing.
- To perform any other duties that may be reasonably assigned from time to time.
Qualifications, Skills & Competencies
Mandatory
Skill
- Highly dynamic and organised individual with strong time management and leadership skills.
- Possesses a strong focus on quality of service and client relationships.
- Excellent interpersonal skills and the ability to build strong client relationships.
- Strong presentation skills.
- Is able to work on his own, with minimum guidance, and with a strong sense of prioritisation.
Experience
Qualification
- Holds a benchmark qualification to be registered with the MFSA as an Investment Advisor.
Desirable
Skill
- Abilty to network effectively
Experience
- Keen follower of investment markets.
Qualification
- Holds qualifications in Sales/Marketing.
Position level (1 being the highest level)
- Head of Department
- Managerial & Specialist Positions
- Middle Management & Specialist Positions
- Technical & Clerical Positions
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Last updated on Oct 3, 2024