Private Clients Advisor

Join our Kalkara office as a Private Clients Advisor, building lasting relationships with high-net-worth clients and advising them on residency, citizenship and real estate options.

This is a full-time, on-site role based in Kalkara for a Private Clients Advisor. The role includes fostering relationships with high-net-worth individuals by providing personalised advice on residency, citizenship and real estate options. Responsibilities include assisting with data processing, order management, conducting market research and ensuring seamless coordination throughout the client engagement process. The Private Clients Advisor will also support initiatives to identify new business opportunities and maintain a high standard of communication with clients and stakeholders.

Job description

• Strong communication skills to build and maintain client relationships effectively.
• Proficiency in analytical skills to assess client needs and provide tailored advice.
• Experience in data processing and order processing to manage client documentation and transactions efficiently.
• Market research expertise to identify opportunities and stay updated on industry trends.
• Attention to detail, problem-solving abilities and a client-focused mindset.
• Ability to work on-site in Kalkara and manage relationships with high-net-worth clients professionally.
• Previous experience in residency, citizenship or investment advisory services is a valuable asset.
• Ability to compile error-free case documentation and forms.

What we’re looking for

• Tertiary level of education.
• Meticulous and organised.
• Good command of spoken and written English.
• Team and performance oriented.
• Able to work with clients of different cultures and backgrounds.
• Experience working in a similar environment is an asset.
• Capable of analysing the main applicant’s source of wealth and reporting accordingly.