About Company
Empowering clients to achieve their financial aspirations is at the core of what we do at Career.zycto. We are a dynamic firm dedicated to providing bespoke financial advice and wealth management solutions across Mauritius. For a Financial Advisor specializing in planning and wealth, Career.zycto offers an unparalleled platform for professional growth, client engagement, and impact. Join a collaborative environment where your expertise is valued, innovation is encouraged, and your success is directly tied to the prosperity of our clients.
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Job Description
Are you a highly motivated and client-focused Financial Advisor with a passion for helping individuals and families achieve their financial dreams? Career.zycto is seeking a dedicated professional to join our thriving team in Quatre Bornes. This pivotal role involves providing comprehensive financial planning and wealth management services to a diverse portfolio of clients. You will be instrumental in building lasting client relationships, understanding their unique financial circumstances, and developing tailored strategies that encompass investment planning, retirement planning, risk management, and estate planning.
We believe in a holistic approach, where continuous learning and staying abreast of market trends are paramount. As a Financial Advisor with Career.zycto, you will not only guide clients through complex financial decisions but also educate them, empowering them to make informed choices. This is an exciting opportunity to leverage your expertise in a supportive and growth-oriented environment, where your contributions directly impact the financial well-being of our community. We are committed to providing you with the resources, tools, and professional development opportunities needed to excel and expand your career within the financial services industry.
Key Responsibilities
- Develop and maintain strong client relationships through proactive engagement and exceptional service.
- Conduct in-depth financial assessments to understand clients' current financial situations, goals, and risk tolerance.
- Create and present personalized financial plans covering investments, retirement, insurance, and estate planning.
- Monitor client portfolios regularly, making necessary adjustments to align with market changes and client objectives.
- Educate clients on various financial products, services, and strategies, ensuring clarity and understanding.
- Stay updated on financial market trends, economic indicators, and regulatory changes relevant to financial planning.
- Collaborate with internal teams and external partners to ensure seamless delivery of financial solutions.
- Meet and exceed individual and team sales targets and client satisfaction metrics.
Required Skills
- Proven experience in financial advisory, wealth management, or a related field.
- Strong understanding of financial products, markets, and economic principles.
- Excellent communication, interpersonal, and presentation skills.
- Demonstrated ability to build rapport and trust with clients.
- Proficiency in financial planning software and CRM systems.
- Analytical mindset with strong problem-solving capabilities.
- High level of integrity, ethics, and professionalism.
Preferred Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Relevant professional certifications such as CFA, CFP, or equivalent.
- Fluency in both English and French (Mauritian Creole is a plus).
- Experience with local financial regulations and market dynamics in Mauritius.
- A proven track record of successful client acquisition and retention.
Perks & Benefits
- Competitive salary and performance-based commission structure.
- Comprehensive health and wellness benefits package.
- Generous paid time off and public holidays.
- Opportunities for continuous professional development and industry certifications.
- Supportive and collaborative work environment.
- Modern office facilities in a prime location.
- Employee recognition programs and team-building events.
How to Apply
Interested candidates are encouraged to apply by clicking the link below. Please ensure your resume and a cover letter outlining your experience and suitability for this role are attached. We look forward to reviewing your application.
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