Client Relationship Officer (PB)

• Flexible working hours.
• Free parking.
• Private health insurance.

Client Relations Officer - Private Banking (€30,000 - €32,000 + Benefits)
Location: Malta / Hybrid, 
 
Our client, a well-established financial services organisation, is looking to recruit a Client Relations Officer to join its Private Banking team. This is an excellent opportunity for someone with experience in banking or financial services who is looking to develop their career within a professional and client-focused environment.
 
Key Responsibilities

• Support the preparation of investment recommendations and client documentation.
• Maintain portfolio management systems, including trades, corporate actions and cash transactions.
• Build and maintain strong relationships with private banking clients.
• Assist with client onboarding, KYC/CDD documentation and account opening processes.
• Process client instructions and support investment, foreign exchange and deposit transactions.
• Liaise with internal departments to ensure transactions are completed efficiently.
• Assist with credit facility documentation, corporate actions and succession cases.
• Handle client queries and complaints in a professional manner.
• Support regulatory and MiFID documentation requirements.
• Assist with administrative duties, reporting and maintaining departmental procedures.

Requirements

• Bachelor's degree in Banking & Finance or a related discipline.
• At least 1 year's experience within banking or financial services.
• Previous experience in a similar banking role would be considered an asset.
• Good understanding of Microsoft Office and general IT systems.
• Knowledge of MiFID, AML/CFT and regulatory requirements would be advantageous.
• Strong analytical skills with excellent attention to detail.
• Excellent communication skills in English, both written and verbal.
• A proactive attitude with the ability to manage multiple priorities and meet deadlines.
• A team player with a willingness to learn and develop professionally.

Benefits

• Flexible working hours.
• Private health insurance.
• Free parking.
• Ongoing training and professional development.
• Excellent career progression opportunities.
• Supportive and collaborative working environment.

If you or someone you know are interested reach out to  Nick on +356 9999 9726 or on Nick.Nikitin@boston-link.com