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Investment Services Officer - Remote

Posted Yesterday
Sales / Business
Full Time
Malta

Overview

The Investment Services Officer is responsible for providing information on investment and insurance products to clients with investment portfolios, ensuring compliance and customer satisfaction.

In Short

  • Provide information on investment and insurance products.
  • Ensure regulatory and compliance obligations are met.
  • Identify prospects and promote investment products.
  • File regulatory forms and documents timely.
  • Engage in customer acquisition initiatives.
  • Maintain customer satisfaction and relationships.
  • Keep updated customer records.
  • Cross-sell bank products and services.
  • Attend meetings and take minutes.
  • Comply with all compliance requirements.

Requirements

  • Ability to work independently with prioritization.
  • Strong focus on service quality and client relationships.
  • Excellent interpersonal skills.
  • Computer literate, proficient in MS Office.
  • Understanding of the investment regulatory environment.
  • Knowledge of investment market operations.
  • Prepared to achieve an MFSA approved qualification.

Benefits

  • Opportunity for professional development.
  • Engagement with a dynamic team.
  • Potential for career advancement.
  • Involvement in diverse projects.
  • Access to a wide range of investment products.

A.B.P

APS Bank plc

APS Bank plc is a financial institution dedicated to providing a range of banking and investment services to its clients. With a focus on customer satisfaction and compliance, the bank offers investment and insurance products tailored to meet the needs of individuals with investment portfolios. The bank emphasizes the importance of building strong client relationships and maintaining high service quality, while also ensuring adherence to regulatory standards. APS Bank plc is committed to fostering a knowledgeable workforce that is well-versed in the investment market and dedicated to helping clients achieve their financial goals.

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