Experience

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  Fexco malta investment services ltd

  Oct 2000 - Mar 2004

  Investment services administrator

  Fexserv Investment Services, forms part of Alpine Holdings. My position was that of Investment Services Administrator where I was subsequently approved by the Malta Financial Services Authority to conduct Investment Services business in Malta. During the first six months I attended a number of internal training courses with respect to Mutual Funds. I have also been given an insight on international equity and bond markets, which ultimately are the products that Fexserv Investment Services is presently marketing in the investment field.Furthermore, I received training in investments, in designing portfolios and in conducting meetings with the clients in order to get an insight as to which products the client considers as necessary for his financial needs. I have been trained to deal in foreign exchange through Fexco (Malta) Ltd now known as Fexserv who is the sister company of Fexserv Investment Services. My main duties were to deal in foreign currencies, swifts/drafts and in guiding both corporate and private clients on currency fluctuations. In addition to the above, I used to liaise with the regulator on all necessary correspondence when they conducted visits. Inputting of daily accounting transactions and giving assistance to the auditors when preparing for the annual audited accounts was a task which I conducted on a regular basis. Once a month we used to hold the company’s Board meeting.My role also entailed drawing up the company’s business plan to evaluate the strengths and weaknesses during the year, develop the type of strategy the company intends to adopt during the coming year and correspond with Commerzbank Asset Management and Jupiter Unit Trust Managers Limited in administering the funds. Show less

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  Crystal finance investments

  Mar 2004 - Aug 2015

  Investment advisor

  I have been employed as an Investment Advisor with Crystal Finance Investments for the last 11 years. Crystal Finance Investments represents UBS Investment Funds in Malta and has obtained category 3 license by the MFSA. Being licensed by the Malta Financial Services Authority as an Investment Advisor, I manage clients’ portfolios by dealing in local and foreign bonds/equities and UBS Investment Funds. Forming part of the Managed Fund Portfolio committee board, we as advisors meet on a monthly basis to manage our clients’ portfolios depending on their investment risk tolerance and the present financial market scenario. Show less

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  Mediterranean bank plc

  Sept 2015 - Dec 2019

  Branch manager
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  Jesmond mizzi financial advisors ltd.

  Jan 2020 - now

  www.jesmondmizzi.com

  • Senior Wealth Advisor

    Jan 2024 - now

  • Head of Investment Advisors

    Jan 2020 - now