Edit
This job is expired

Wealth Executive

  • Port Louis
  • Not disclosed
  • Permanent
  • Added 16/06/2017 
  • Closing 23/06/2017
  • The HR Department

Description

One of the group's business units has a vacancy for a Wealth Executive.

 

The Wealth Executive is responsible for establishing client relationship and providing clients with advice on how to manage their income. The role involves defining client profiles, recommending relevant products & services and securing sales.

Reporting to: National Sales Manager

Key Responsibilities:

  • Developing comprehensive client profiles
  • Identifying avenues for business development and building referral pipeline
  • Understanding the clients’ needs & requirements, handling clients’ requests and proposing the relevant products & services
  • Establishing client relationship and maintaining customer service through effective management of client portfolios
  • Any other cognate duties

 Qualifications, Experience and other requisites

  • High School Certificate
  • 1-2  years’ experience in a relevant field
  • Diploma in Financial/Marketing field would constitute an advantage
  • Computer literate
  • Fluent in English and French

Currimjee Jeewanjee & Co. Ltd

Currimjee Jeewanjee & Co. Ltd

 
Advertise with Us
Help

We use cookies to customise our website for you, giving you the best possible user experience. If you continue without changing your settings, we’ll assume that you are happy to receive this personalisation. Find out more about our cookie policy

Accept & Close