Financial Planner – Private Wealth Management

Website The Mauritius Commercial Bank

Your responsibility as Financial Planner is to develop tailored wealth planning strategy for Private Banking individual clients which draws a roadmap to achieving the clients’ financial and lifestyle objectives.

In this role you will:

  • Undertake assessment of the customer’s financial status, risk and return objectives in view of growing a profitable client base;
  • Facilitate client meetings to help client develop their goals and priorities, and providing appropriate proposals on structure, relevant products and solutions of wealth to match client’s needs and objectives and maximize their financial returns;
  • Advise clients on: cashflow management; risk management; education, succession, retirement, investment, tax, estate and insurance planning, legal structure and diversification of wealth;
  • Liaise with tax and legal partners and assist client in the review of their tax optimisation strategy and structure of their wealth;
  • Liaise proactively with tax advisory, legal, Private Banker, Relationship Manager and Portfolio Manager to provide a holistic analysis of clients’ needs and develop business opportunities in view of promoting better collaboration;
  • Contribute actively in proposing an approach to implement financial planning across the different client segments to facilitate efficient and timely work flow;
  • Attract and retain client’s financial business within Private Banking and Affluent Segment so as to grow the operating margin;
  • Develop asset under management by collaborating with all stakeholders to achieve financial budget.

To succeed, you will be required to demonstrate the following competencies:

  • Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems;
  • Effectively build formal and informal relationship networks inside and outside the organization;
  • Manage customer relationships and deals/transactions, ensuring coordination with internal stakeholders along the value chain;
  • Consistently achieve results, even under tough circumstances.

We are looking for candidates who have a minimum of:

  • BSC in Finance;
  • 5 years’ experience in Wealth Management services, with experience in legal, taxation and investment fields.

Should this opportunity match your career aspirations, skills and competencies, click on ‘Apply’ to complete your online application.

Please ensure all required information is accurately entered in relevant sections. Any incomplete application will not be considered. You may attach a complete CV when applying.

The deadline for submission of application is 15 July 2024.

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