Private Wealth Manager

Carrick Wealth; Wes-Kaap; Presencial; ZAR 349.000 - 802.000; Jornada completa

Descripción de la vacante

Carrick Catalyst is seeking a seasoned Private Wealth Manager to acquire and manage high-net-worth clients in Mauritius, delivering tailored financial solutions and building lasting client relationships to drive growth.

The ideal candidate will excel in business development, financial advisory, and client servicing within a regulated wealth-management environment, with on-site work in Mauritius and relocation as needed.

Formación

• Experience in financial advisory or wealth management.
• Proven ability to generate new business and manage high-net-worth client relationships.
• Strong knowledge of investment products and wealth planning.

Responsabilidades

• Proactively identify and acquire high-net-worth clients.
• Develop and maintain strong client relationships and expand the portfolio.
• Provide tailored financial advice and investment solutions.
• Guide clients on retirement, estate planning, and wealth preservation.

Conocimientos

Client relationship management

Business development

Financial advisory

Wealth management

Educación

CFA/CFP or equivalent

Herramientas

CRM software

Financial planning software

Descripción del empleo

Carrick Catalyst is seeking a driven and experienced Private Wealth Manager to join our growing team. The successful candidate will be responsible for acquiring and managing high-net-worth clients, providing tailored financial and investment solutions, and building long-term client relationships. This role requires strong business development capabilities, financial advisory expertise, and a commitment to delivering exceptional client service while achieving business growth targets.

Private Wealth Manager – Carrick Catalyst

Location: Mauritius

Employment Type: Full-Time | On-Site

Industry: Financial Services | Wealth Management | Investment Advisory

Relocation: Required for candidates based outside Mauritius

About the Opportunity

Carrick Catalyst is seeking an experienced, ambitious and results-driven Private Wealth Manager to join our growing wealth management business in Mauritius. This opportunity is ideal for a financial professional with strong business development capabilities, a passion for wealth management and the ability to establish and maintain relationships with high-net-worth individuals and families. The successful candidate will be responsible for acquiring new clients, developing a sustainable client portfolio and providing tailored financial advice and investment solutions aligned with clients' long-term financial objectives.

Key Responsibilities

• Proactively identify, prospect and acquire high-net-worth clients through networking, referrals and business development initiatives.
• Develop and maintain strong client relationships while continuously expanding an established client portfolio.
• Conduct comprehensive financial needs analyses and recommend suitable investment and wealth management strategies.
• Provide guidance on investment planning, retirement planning, estate planning and wealth preservation.
• Identify new business opportunities and achieve agreed client acquisition and revenue targets.
• Conduct regular client reviews to assess financial objectives, investment performance and changing circumstances.
• Maintain accurate client documentation and adhere to relevant regulatory and compliance requirements.
• Stay informed about investment markets, financial products and industry developments.
• Deliver exceptional client service while maintaining the highest standards of professionalism and integrity.

Candidate Requirements

• Previous experience in financial advisory, wealth management, investment management, private banking or a related financial services environment.
• Proven ability to generate new business and develop relationships with high-net-worth clients.
• Strong understanding of investment products, financial planning and wealth management solutions.
• Demonstrated business development, networking and client acquisition capabilities.
• Excellent interpersonal, communication and relationship management skills.
• Self-motivated, commercially driven and comfortable working towards agreed performance targets.
• Strong professional ethics, attention to detail and a client-focused approach.
• Relevant financial qualifications or professional certifications will be advantageous.

Location & Relocation Requirements

Please note that this position is based in Mauritius and requires full-time, on-site attendance.

• This is not a remote or hybrid opportunity.
• Candidates currently residing outside Mauritius must be willing to relocate.

Why Join Carrick Catalyst?

At Carrick Catalyst, we believe successful wealth management is built on trusted relationships, professional expertise and delivering long-term value to our clients. We offer an opportunity for motivated financial professionals to develop their careers within an established wealth management environment, build meaningful client relationships and contribute to the continued growth of the business. This opportunity is particularly suited to individuals who are entrepreneurial, commercially focused and passionate about developing their own client portfolio and growing your team.