Senior Financial Advisor

Birkirkara , Malta

Calamatta Cuschieri Moneybase Group, a leading diversified financial services group that founded the Maltese financial services industry in 1971. We currently employ 200 people spread across 3 core business lines namely Fintech, Investment services and Fund administration.

We are committed to attracting and selecting the very best people to join our team and to creating a workplace that promotes individual career growth; we value our people and their well-being. The group employs over 190 people from over 27 countries around the world with Assets Under Management and Administration of over 2 billion.


Duties & Responsibilities:

  • Conduct financial planning reviews with customers, with a view to assess their needs and fulfill them through various Investments, Insurance, Pensions & Regular Savings products and services. 

  • Be based in one of our branches & manage and review client’s investment portfolios

  • Consult clients in an unbiased, responsible and objective manner

  • Focus on achieving the highest level of customer satisfaction 

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