Wealth Management BD Specialist - Mauritius (On-Site)

Carrick Wealth; Wes-Kaap; On-site; ZAR 147,000 - 230,000; Full time

Job summary

Carrick Catalyst seeks a Business Development Specialist for its Mauritius team to drive lead generation, client acquisition, and relationship building for Private Wealth Managers in an international wealth management context.

The role focuses on identifying prospective clients, qualifying opportunities, and arranging appointments, with relocation required for candidates outside Mauritius. This is a full-time, on-site position based in Mauritius.

Qualifications

• 2-3 years of relevant working experience.
• Excellent verbal and written communication skills.
• Strong interpersonal, organisational and administrative abilities.
• Good computer literacy, including Microsoft Office.
• Experience in financial services or wealth management is advantageous.
• Interest in offshore investments and international financial markets.

Responsibilities

• Identify and engage prospective clients through outbound calls, referrals, networking and lead-generation activities.
• Generate and qualify business opportunities for Private Wealth Managers.
• Schedule client meetings and introductory consultations.
• Build and maintain professional relationships with prospective clients, including high-net-worth individuals.
• Support business development initiatives and client acquisition strategies.
• Develop an understanding of offshore investment solutions and international wealth management.

Skills

Lead generation

Client acquisition

Relationship building

Sales

Verbal communication

Written communication

Interpersonal skills

Organisational skills

Microsoft Office

Diary management

Education

Secondary school qualification

Tools

Microsoft Office

Job description

Carrick Catalyst seeks a Business Development Specialist for its Mauritius team to drive lead generation, client acquisition, and relationship building for Private Wealth Managers in an international wealth management context.

The role focuses on identifying prospective clients, qualifying opportunities, and arranging appointments, with relocation required for candidates outside Mauritius. This is a full-time, on-site position based in Mauritius.