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Client Relationship Officer

🇲🇹 Malta

Management

MS Office

Finance

Recruitment

€25K

Client Relationship Officer

from 🇲🇹 Malta

€25K

Our client, a well-established investment services company licensed by the MFSA, is currently looking for aClient 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 ahybridrole that offers a salaryup 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.

*JobMatchingPartner 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. JobMatchingPartner does not share your personal details with any third party without your written consent. 

by @maxrusakovic