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Financial Advisor
Francine Farrugia
,
siggiewi, United Kingdom
Experience
Other titles
Skills
I'm offering
Financial Advisor
Markets
United Kingdom
Language
English
Good
Spanish
Good
Italian
Good
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2019 - ?
job
Junior Financial Advisor
Calamatta Cuschieri Investments Services.
Birkirkara (Malta)
2017 - 2019
job
Operations Officer
unknown.
Calamatta Cuschieri, Birkirkara (Malta)
* Participation and process of payments, security transfer, banking and invoicing various principals
like UBS, Raiffeisen, Kames, MSE, etc
* Continuous communication with all internal CC departments including Trade Desk, Treasury,
Information Technology, Compliance, Finance and Support Traders
* Assisting the operations team in the successful acquisition of client assets through incoming
securities transfers and fund transfers including local and foreign brokers
* Creation and daily monitoring of Banking with all incoming payments related to clients and Principals through various Banks
* Monitoring incoming bank payments transfer from clients and principals to avoid fraud of third party
payments (communication with compliance and bank representatives)
* Outgoing Bank Transfers towards clients and Principals
* Handling any banking inquiries clients have and assisting CC Support Traders furthering their
inquiries
* Treasury Process to Allocate, Invoice and Book keeping of Instruments, including movement of cash and securities from one intermediary to another through Interactive Brokers and Easyway
* Invoicing local MSE Trades and also communication with the CSD department in regards of moving holdings and also other general queries
* Participation and process of payments, security transfer, banking and invoicing various principals
like UBS, Raiffeisen, Kames, MSE, etc
* Continuous communication with all internal CC departments including Trade Desk, Treasury,
Information Technology, Compliance, Finance and Support Traders
* Assisting the operations team in the successful acquisition of client assets through incoming
securities transfers and fund transfers including local and foreign brokers
* Creation and daily monitoring of Banking with all incoming payments related to clients and Principals through various Banks
* Monitoring incoming bank payments transfer from clients and principals to avoid fraud of third party
payments (communication with compliance and bank representatives)
* Outgoing Bank Transfers towards clients and Principals
* Handling any banking inquiries clients have and assisting CC Support Traders furthering their
inquiries
* Treasury Process to Allocate, Invoice and Book keeping of Instruments, including movement of cash and securities from one intermediary to another through Interactive Brokers and Easyway
* Invoicing local MSE Trades and also communication with the CSD department in regards of moving holdings and also other general queries
Compliance, Finance, Technology, Security, Banking, Support, Monitoring, Treasury
2002 - 2019
job
Tourist information advisor
European Union.
* Answering calls and handle bookings
* Handling shop orders, invoices and inputting stock on ILab IPOS
* Recruitment and training to new employees
* Handling shop orders, invoices and inputting stock on ILab IPOS
* Recruitment and training to new employees
Training, Recruitment
2015 - 2017
job
Sales Representative
Oasis Tours.
(Malta)
Sales
My education
Institute of Financial Services
Unspecified, EQF level 4
Unspecified, EQF level 4
London School of Commerce Malta
MBA, N/a
MBA, N/a
Anglia Ruskin University
Bachelors, International Business Administration
Bachelors, International Business Administration
Middlesex University
Unspecified, EQF level 5
Unspecified, EQF level 5
Middlesex University
Unspecified, EQF level 4
Unspecified, EQF level 4
St Thomas Institute
N/a, Information Technology Advanced Level (Minor in Sociology)
N/a, Information Technology Advanced Level (Minor in Sociology)
St Ignatius College
HighSchoolOrEquivalent, N/a
HighSchoolOrEquivalent, N/a
Middlesex University
Unspecified, Business
Unspecified, Business
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