Lombard Bank
Vacancies New
Careers

Portfolio Advisor

In line with the Bank’s continued development, the need has arisen to engage a suitable individual to perform the duties of Portfolio Advisor.

The successful candidate will assume responsibility for the provision of investment advice to high net worth clients. The incumbent will be the product specialist on in-house products and a member of a team of advisors and portfolio managers responsible for advising high net worth clients on their portfolios.

The main responsibilities of the position include, but shall not be limited to:

  • managing and reviewing client’s investment portfolios;
  • preparing clients Investment Policy Statement (IPS) and client agreements;
  • offering clients investment advice in an unbiased, responsible and objective manner;
  • maintaining client portfolios within the designated parameters;
  • actively promote in-house funds and products to local and foreign brokers and investors;
  • preparing and delivering presentations to a very high standard.

Interested applicants as a minimum shall:

  • have at least 5 years’ experience providing investment advice;
  • be licensed by the MFSA to provide investment advice;
  • possess a first degree, or a relevant qualification;.
  • demonstrate a passion for client relationships;
  • possess a strong command of the English language and strong presentation skills, with an ability to articulate a clear investment case.

Applicants should send their application accompanied by a detailed CV, to careers@lombardmalta.com.

Applications will be treated in strictest confidence. Any soliciting will lead to automatic disqualification.