Investment Services Officer - Remote

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.