Senior Financial Advisor

About the role

We are looking for a Senior Financial Advisor to join our Birkirkara branch. You will work directly with clients, providing unbiased financial planning, investment, insurance and pension advice while ensuring the highest level of satisfaction.

Key responsibilities

• Conduct comprehensive financial planning reviews and recommend suitable investment, insurance, pension and savings products.
• Manage and regularly review client investment portfolios from our branch.
• Provide objective, responsible advice tailored to each client’s needs.
• Maintain a strong focus on customer satisfaction and service quality.

Required profile

• Minimum 5 years of experience in financial advisory with a proven track record in the local market.
• Excellent communication and interpersonal abilities.
• High regard for client confidentiality and professional responsibility.
• Fluency in both Maltese and English.
• Relevant qualifications enabling the provision of investment and insurance advice.

Required skills

What we offer

• Ongoing internal training and external training opportunities.
• Study leave and sponsorship schemes for further education.
• Clear pathways for career growth.
• Free health insurance, gym subsidy, and mental‑health package.
• Performance bonus and employee referral incentive.