Director of Wealth International (Mauritius) - Director of Investment Services - Client Adviser

Adecco is an International HR and Consultancy firm. Our client, in the investment and financial sector, is looking for a Director of Wealth International (Mauritius) - Director of Investment Services - Client Adviser.

Our client, in the investment and financial sector, is looking for a Director of Wealth International (Mauritius) - Director of Investment Services - Client Adviser.

Director of Investment roles

• Liaise with group Investment Director on all aspects of delivery of the investment solution to Wealth International clients.
• Assist group Investment Director with the collection and dissemination of investment manager data.
• Assist with periodic reporting and client valuations for Wealth International Clients.
• Assist with solution building and manager blending for client solutions and suitability reports.
• Maintain accurate records of client arrangements and portfolios via local CRM system. 

Client Adviser roles

• Servicing of existing Wealth International Clients through structured investment performance reviews and holistic financial planning reviews.
• Preparing and completion of investment risk assessments, client objectives profiling, suitability reports, proposals and recommendations in line with the group procedures and investment process.
• Assisting with completion of portfolio and account applications and administrative tasks to open new client accounts and associated investment portfolios.
• Assisting with day to day servicing and administration of the client accounts.