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Our client is an independent investment platform offering execution, custody, and depositary services to private and institutional clients from across the world. We are seeking an Account Manager to join the team on-site in Valletta, Malta. This role is local only and does not support relocation. You will be the trusted link between our client and a diverse group of clients, helping them unlock the value of our products and services while maintaining the highest standards of service and integrity.
Job Responsibility:
Act as the primary point of contact for clients, handling complex queries and account set-ups
Manage a portfolio of clients, ranging from individuals to entities with sophisticated structures
Monitor the status and progress of client accounts, build strong relationships, and drive value for clients
Identify opportunities for upsell and cross-sell of products and services to existing clients
Address issues, queries, or instructions, and coordinate with Middle Office, Operations, Compliance, Finance, banks, and payment providers
Adhere to clients’ and associates’ policies and compliance procedures
Collaborate with Business Development and Account Management to review sales performance data and metrics
Support and train team members on managing complex accounts to raise overall capability
Remain abreast of industry trends and the evolving regulatory landscape
Requirements:
Minimum 3 years in Account Management or a related field
First degree in Finance, Business Administration or a related field