Heroix

&lt;p&gt;&lt;strong&gt;Financial Advisor&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Our Client&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Our Client is a privately held Fintech Group operating in Investment Services, Fund Administration, Online Investing, and Payments within the financial advisory sector. With a rich history, the company prioritizes client service, leveraging the latest technology and top professionals while upholding stringent governance and ethics.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Role Overview&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;As a Financial Advisor, you will conduct financial planning reviews with customers, manage and review client investment portfolios, and provide unbiased and responsible consultation to achieve the highest level of customer satisfaction.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Key Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;&lt;li&gt;Conduct financial planning reviews with customers, assessing their needs and recommending appropriate products and services, including Investments, Insurance, Pensions &amp;amp; Regular Savings.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Manage and review client investment portfolios, ensuring alignment with their financial goals and risk tolerance.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Provide unbiased and responsible consultation to clients, ensuring their financial needs are met in an objective manner.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Focus on achieving the highest level of customer satisfaction through exceptional service and tailored financial solutions.&lt;/li&gt;&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Qualifications, Skills and Attributes&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;&lt;li&gt;Minimum 5 years of experience in financial services with a proven track record in the local market.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Excellent communication and interpersonal skills.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Maturity and responsibility with a strong commitment to client confidentiality.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Fluency in both Maltese and English.&amp;nbsp;&lt;/li&gt;&lt;li&gt;Appropriate qualification enabling the provision of Investment &amp;amp; Insurance advice.&lt;/li&gt;&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What&#039;s on Offer&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;&lt;li&gt;Ongoing internal training&lt;/li&gt;&lt;li&gt;External training opportunities&lt;/li&gt;&lt;li&gt;Study Leave&lt;/li&gt;&lt;li&gt;Sponsorship schemes for further studies&lt;/li&gt;&lt;li&gt;Opportunities for career growth&lt;/li&gt;&lt;li&gt;Health insurance&lt;/li&gt;&lt;li&gt;Discretionary performance bonus&lt;/li&gt;&lt;li&gt;Employee referral incentive&lt;/li&gt;&lt;li&gt;Gym subsidy&lt;/li&gt;&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&lt;em&gt;Heroix - Rise to New Heights&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;&lt;em&gt;Follow Heroix: &lt;/em&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;a href=&quot;https://www.linkedin.com/company/heroix-rise-to-new-heights/&quot; target=&quot;_blank&quot;&gt;https://www.linkedin.com/company/heroix-rise-to-new-heights/&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;a href=&quot;https://www.facebook.com/Heroix.eu/&quot; target=&quot;_blank&quot;&gt;https://www.facebook.com/Heroix.eu/&lt;/a&gt;﻿&lt;strong style=&quot;font-family: inherit; font-size: 0.875rem;&quot;&gt;&lt;em&gt;﻿&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;﻿﻿DIER E.A. Licence No: 00229-2023&lt;br&gt;&lt;/p&gt;

Financial Advisor

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