Investment Advisor (1741 - IA)

Our client, a specialist in Wealth Management, is seeking to recruit an experienced Investment Advisor to join its team.

One of the first fund management company to set up in Mauritius is seeking to recruit an Investment Advisor. Being a specialist in Wealth Management, Stock broking, Trust & Corporate Services, Asset financing, Deposit taking and Corporate Advisory, our client is looking for a dynamic and talented individual for the position of Investment Advisor.

Responsibilities:

 Develop and maintain relationship with Institutional, Corporate or private clients with the objective to market and sell AIP products and services.

Technical Competencies:

 Technical Competencies such as understanding of financial markets instruments (equity, bonds, FX)

 Analytical ability, comprehensive fiscal knowledge and customer service skills

 Selling Techniques

 Basic Financial analytics (financial statements, market behaviour and macro economy)

 Be able to identify basic clients financial/investment needs

Qualifications:

 Financial Degree with at least 3 years’ experience in the management and growth of a portfolio of clients within the financial Sector (preferably within an Asset/Wealth Management Company)