Private Wealth Advisor/Banker - Relocation to Ebene, Mauritius

at  Keller Executive Search

Paarl, Western Cape, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate30 Nov, 2024Not Specified04 Sep, 2024N/AWealth Management,Private Banking,It,Responsiveness,AgilityNoNo
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Description:

Are you a high-performing sales professional in the Wealth Management, Private Banking, or related fields, looking for an exciting opportunity to take your career to the next level? We have an incredible expat role based in the beautiful island nation of Mauritius, offering attractive compensation and growth potential for the right candidate.

Role & Responsibilities:

  • Drive business development for our products in your designated region or target market
  • Build and maintain relationships with HNI, UHNI, and institutional investors through your own network
  • Coordinate with administrative and back-office teams to smoothly onboard investors
  • Provide exceptional client service through sharp communication and proactive engagement
  • Grow share of wallet with each client over time through cross-selling, top-ups, and portfolio management assistance where permitted

REQUIREMENTS

Requirements:

  • 3-5 years of proven success in Wealth Management, Private Banking or related sales roles
  • Agility, responsiveness and ability to adapt to changing deadlines and priorities
  • Solutions-oriented mindset with strong execution skills
  • Market foresight, learning agility and a team-player attitude
  • Ability to translate client needs into well-defined solutions
  • Strategic and tactical planning and execution capabilities
  • Hands-on approach and willingness to do what it takes to get the job done
  • Excellent multitasking and time management skills

Responsibilities:

  • Drive business development for our products in your designated region or target market
  • Build and maintain relationships with HNI, UHNI, and institutional investors through your own network
  • Coordinate with administrative and back-office teams to smoothly onboard investors
  • Provide exceptional client service through sharp communication and proactive engagement
  • Grow share of wallet with each client over time through cross-selling, top-ups, and portfolio management assistance where permitte


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Marketing/Advertising/Sales

Sales / BD

Sales

Graduate

Proficient

1

Paarl, Western Cape, South Africa