Rizzo, Farrugia & Co (Stockbrokers) Ltd is a leading investment and stockbroking firm. We are members of the Malta Stock Exchange and licensed by the MFSA. The company has built a reputation of providing an excellent service and investment advice solely on the basis of investor objectives and requirements.

We are looking for a Portfolio Manager to join our team on a full-time basis.

• Taking direct responsibility for client relationships and managing client needs across the different spectrum of services.
• Conducting period client meetings (in-person or virtual) and portfolio reviews.
• Adhering to all relevant financial regulation in the conduct of these client relationships while following internal compliance policies, and maintaining an ethical, client-first approach in line with the Company's philosophy.
• Maintaining accurate documentation of client profiles to satisfy regulatory requirements including thorough Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, and obtaining the necessary documentary evidence for source of wealth and source of funds.
• Keeping continuously informed about market trends, economic conditions, and geopolitical events that could impact client portfolios.
• Participating as a member in the in-house Investment Committee.
• Generally performing or assisting with any other task as may be required from time to time and as may be reasonably associated with your role.

• Possess an MFSA approved investment services-related qualification, such as CeFA, CFA, B.Com (Hons, Banking & Finance) or Masters in Financial Services.
• Have a minimum work experience in a similar post of at least three years.
• Extensive knowledge of financial markets, both local and foreign.
• Be familiar with local and EU regulation, particularly the MFSA Conduct of Business rules and anti-money laundering rules.
• Excellent organisational and interpersonal skills.
• Be mature and responsible with a high degree of attention to detail and confidentiality
• Must be a dynamic and self-motivated individual with the ability to prioritise daily workload while working accurately and efficiently
• Be fluent in English (and preferably also Maltese)
• Candidates who are already approved by the MFSA to provide portfolio management will be given preference.