Summary
Overview
Work History
Education
Skills
Timeline
Generic

Josianne Bezzina

Naxxar,38

Summary

My vast experience in the investments area makes me the ideal and most suitable client for the role of Head at BOV Asset Management.

During the last 20 years my career at the bank has evolved from being the back office person to the person responsible for the generation of revenues in one of the subsidiaries of Bank of Valletta, duly licensed by the MFSA.

I am already very much involved in the setting up of budgets and targets of the company, besides directly responsible for the increase in business for both the distribution of the retail funds and the increase in business in the Institutional mandates.

I already respond to various committees within BOVAM and from time to time asked to join the board meetings of the company.

Being the person responsible for the marketing of the distribution of our retail funds, I keep close contact with our financial advisors, branch managers etc by organising various meetings, investment seminars etc.

A team of 7 people already respond directly to me and I believe that the team is highly motivated and works well in harmony as proved by the encouraging results of the last year. I am also very well respected by my peers and other colleagues and work closely with the portfolio mangers and the risk and compliance people.

During the last year only I managed to conclude 11 portfolios to the amount of over EUR50millions besides various injections from existing clients.

Overview

33
33
years of professional experience

Work History

Lead Manager

BOV Asset Management
09.2016 - Current
  • Leads the Operations Team and Business Generation Team at BOV Asset Management
  • Works closely with the Portfolio Managers responsible for the management of the portfolios held at BOV Asset Management
  • Works closely with the present Head of BOV Asset Management to submit monthly company accounts, budgets and marketing
  • Responsible for the increase of revenues emanating from both the Institutional mandates and the funds managed at BOVAM
  • Pivotal point of contact for all high net worth institutional clients such as CEO's, CFO's and Investment Committee representatives
  • Measure performance metrics to a team of 7 people for whom I am directly responsible for

Portfolio Manager

Bank of Valletta Plc
04.2014 - 08.2016
  • Responsible for the decision making of the investments for institutional mandates held at BOV
  • Responsible for generating new business
  • Liasing and organinisng meeting with existing and prospective clients

Portfolio Manager

Bank of Valletta Plc
01.2009 - 03.2014

Responsible for decision making of portfolios for over 100 high net worth clients domiciled at BOV Wealth Management

Responsible for the setting up of the Discretionary unit within BOV Wealth Management and servicing and managing the respective portfolios.

Financial Advisor

Bank Of Valletta Plc
01.2004 - 12.2008

Clerk/Supervisor

BOVI
08.1997 - 12.2008

Clerk

BOV
01.1992 - 12.1996

Education

Certificate For Financial Advisors CEFA - Financial Advise

IFS School of Finance
UK
05.2008

Skills

  • Portfolio Management - Holds portfolio management license issued by MFSA in 2011 and regulated to give financial advice

Timeline

Lead Manager

BOV Asset Management
09.2016 - Current

Portfolio Manager

Bank of Valletta Plc
04.2014 - 08.2016

Portfolio Manager

Bank of Valletta Plc
01.2009 - 03.2014

Financial Advisor

Bank Of Valletta Plc
01.2004 - 12.2008

Clerk/Supervisor

BOVI
08.1997 - 12.2008

Clerk

BOV
01.1992 - 12.1996

Certificate For Financial Advisors CEFA - Financial Advise

IFS School of Finance
Josianne Bezzina