Christopher Borg Email & Phone Number

Santa Venera, Malta

As a dedicated Wealth Management Financial Advisor, I specialize in guiding high-net-worth individuals and institutional clients through the complexities of wealth management. My role encompasses developing personalized financial plans tailored to each client's unique needs, managing diverse investment portfolios, and providing expert guidance on risk management.

Malta

I manage customers' investment portfolios consisting of the Bank's and third party investment vehicles.I also provide consulting and advice about an individual's or entity's finances, enabling individuals and companies to reach their financial goals sooner by providing strategies and ways with a view to creating more wealth. I meet with current and prospective clients to assess their financial situations and create plans for their futures. When not in a meeting with clients, I am often… Show more I manage customers' investment portfolios consisting of the Bank's and third party investment vehicles.I also provide consulting and advice about an individual's or entity's finances, enabling individuals and companies to reach their financial goals sooner by providing strategies and ways with a view to creating more wealth. I meet with current and prospective clients to assess their financial situations and create plans for their futures. When not in a meeting with clients, I am often preparing for one, staying up-to-date on market events, working with other professionals, and marketing our services. Show less

As an in-house tied advisor I used to provide advice regarding my employer’s products and services. As a Savings and Investment Officer I also used to guide my clients on the most appropriate product we have available to help them save and maximise return on their investments.

As an HR officer, my aim was to ensure that my organisation employs the right balance of staff in terms of skills and experience, and that training and development opportunities are available for colleagues to enhance their performance and achieve the company's business aims. My duties also included monitoring and maintaining the performance appraisal system and record keeping of personnel data.

As a Branch Relationship Officer I was the first line of contact of customer interaction and was responsible for creating new client relationships as well as deepening relationships with existing clients by offering them other financial products. I specialised in credit and mortgages applications, vetting and sanctioning.

This position entailed finding new clients as well as offering other products to an existing customer base. Aside from customer service, fulfilling the role of a full time bancassurance representative included handling the reporting, planning, and administration of the plans purchased by the client. Bancassurance is a mechanism by which banks and insurers collaborate to distribute and market insurance products. These include protection, regular savings, unit linked, retirement and Single… Show more This position entailed finding new clients as well as offering other products to an existing customer base. Aside from customer service, fulfilling the role of a full time bancassurance representative included handling the reporting, planning, and administration of the plans purchased by the client. Bancassurance is a mechanism by which banks and insurers collaborate to distribute and market insurance products. These include protection, regular savings, unit linked, retirement and Single Premium products. Show less

Mba, Business

Cefa (Certificate For Financial Advisors), Financial Services

Cert. Cib Malta (The Malta Banking Certificate), Banking

'A' Levels, Accounting, Economics, Italian Language & Systems Of Knowledge

'O' Levels