Senior Client Manager

The Senior Client Manager role involves delivering unparalleled service and investment advice in Malta. You will report to the Head of Client Management and be the primary point of contact for clients, ensuring they receive outstanding service and expert advice on their investment portfolios. You will build and maintain strong relationships with clients, understand their financial goals, and collaborate with a team of investment analysts to offer tailored solutions.

• 
  
• Main Duties and Responsibilities:
  
• Serve as the main liaison between the firm and clients, managing relationships with different client cohorts.
  
• Conduct regular client meetings to review portfolio performance, assess investment strategies, and discuss market trends.
  
• Understand clients' financial objectives, risk tolerance, and investment preferences to provide personalized investment recommendations.
  
• Collaborate with internal teams to deliver comprehensive investment solutions.
  
• Respond promptly to client inquiries, providing accurate information and resolving issues efficiently.
  
• Monitor and report on the performance of clients' investments, offering insights and suggesting adjustments as needed.
  
• Develop and implement strategies to retain and grow the client base, including identifying opportunities for cross-selling additional services.
  
• Maintain up-to-date knowledge of financial markets, investment products, and regulatory changes.
  

• 
  
• Candidate Profile:
  
• Bachelor's degree in Finance, Business, Economics, or a related field.
  
• Minimum of 3 years' experience in client relationship management within the financial services or investment industry.
  
• Strong understanding of investment products, portfolio management, and financial markets.
  
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  
• Proven track record of managing client relationships and achieving business growth targets.
  
• Detail-oriented, with strong analytical and problem-solving skills.
  
• Ability to work as part of a team in a fast-paced environment.
  
• Proficiency in CRM software and Microsoft Office Suite.
  

• 
  
• Company Benefits:
  
• Competitive salary and benefits package, including performance bonuses.
  
• Professional development opportunities, including training and industry certifications.
  
• A collaborative and supportive work environment that values integrity, innovation, and client success.