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Wealth Executive

Wealth Executive

Job Title: Wealth Executive
Contract Type: Permanent
Location: Mauritius
Industry:
Salary: Attractive
Reference: 3853
Contact Name: Hansley Sevathean
Job Published: May 31, 2018 13:48

Job Description

KEY RESPONSIBILITIES

  • Development of a comprehensive personal and financial wealth profile on the client and the clients’ family including identification of wealth related goals
  • Business development both internally and externally, building a pipeline of referrals and centres of influence
  • Understand client’s needs & requirements and accordingly position products & services
  • Manage & acquire relationships of HNI's & super HNI clients, retaining & enhancing advisory relationships
  • Deepening relationship with existing clients by effective management of client portfolios
  • Handles clients’ inquiries and requests. Be the primary point of contact for the clients acquired, assigned and developed

PROFILE

  • Minimum HSC & Diploma in financial/Marketing field (added advantage)
  • 0-2 years’ experience in a relevant field
  • Basic IT and Excellent Vernacular Skills – reading & writing in French and English
  • Desire to work and excel in a collaborative team-based environment.
  • Comfortable presenting and interacting with sophisticated Clients and business partners.
  • Must enjoy business development and relationship building and be looking for an opportunity to continually meet and retain new clients.
  • Keep upgrading knowledge on competition & products available in market.
  • Valid driving license