Client Relationship Officer

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.

*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.