About Company
Bank One (Mauritius) Ltd. is a leading commercial bank in Mauritius, committed to delivering innovative financial solutions and exceptional service to our diverse clientele. Established with a vision to empower individuals and businesses, we have grown to become a trusted partner in wealth management, corporate banking, and retail financial services. Our success is built on a foundation of strong ethical values, client-centricity, and a dynamic work culture that fosters professional growth and community engagement. We believe in nurturing talent and providing our team members with the tools and environment to thrive, making a tangible impact on the financial well-being of our clients and the Mauritian economy.
Job Description
We are seeking a highly motivated and client-focused Financial Advisor to join our dynamic Wealth Management team in Port Louis. In this pivotal role, you will be responsible for building and maintaining strong relationships with our clients, understanding their unique financial goals, and providing comprehensive, tailored wealth planning advice. This includes everything from investment strategies and retirement planning to education funding and risk management.
As a Financial Advisor, you will play a crucial role in empowering individuals and families to achieve financial security and prosperity. You will conduct in-depth financial analyses, develop bespoke financial plans, and present clear, actionable recommendations. Your ability to communicate complex financial concepts in an understandable manner will be key to your success. You will stay abreast of market trends, regulatory changes, and new financial products, continuously enhancing your expertise to offer the best possible guidance. This position offers a unique opportunity to work with a diverse client base, contribute to a reputable financial institution, and grow your career within a supportive and collaborative environment. We are looking for someone with a genuine passion for helping others succeed financially, coupled with a strong ethical compass and a commitment to professional excellence. Join Bank One and be a part of a team that makes a real difference in people’s lives.
Key Responsibilities
- Develop and manage a portfolio of high-net-worth and mass affluent clients, fostering long-term relationships.
- Conduct thorough financial needs analyses, assess risk tolerance, and understand client objectives.
- Design and implement personalized financial plans covering investments, retirement, education, and estate planning.
- Provide expert advice on a wide range of financial products, including mutual funds, insurance, and banking services.
- Regularly review client portfolios and financial plans, making adjustments as needed based on market performance and client life changes.
- Stay current with financial market trends, economic outlooks, and regulatory developments.
- Achieve assigned sales targets and contribute to the growth of the bank's wealth management segment.
- Ensure full compliance with all internal policies, industry regulations, and ethical standards.
Required Skills
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 3 years of experience as a Financial Advisor or in a similar wealth management role.
- Proven track record of building and managing client relationships and achieving sales targets.
- Strong understanding of investment products, insurance, and financial planning principles.
- Excellent communication, interpersonal, and presentation skills.
- Ability to analyze complex financial data and develop comprehensive solutions.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Preferred Qualifications
- Certified Financial Planner (CFP) designation or equivalent professional certification.
- Master's degree in a relevant discipline.
- Experience with financial planning software.
- Fluency in French and/or Chinese (Mandarin/Cantonese) in addition to English.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits package.
- Generous paid time off and holidays.
- Opportunities for professional development and continuous learning.
- Vibrant and inclusive company culture.
- Employee banking benefits.
- Retirement savings plan.
- Access to a mentorship program.
How to Apply
Interested candidates are invited to submit their detailed CV and a cover letter outlining their suitability for this role. Please click on the application link below to apply directly through our careers portal. We encourage you to highlight your experience in wealth planning and client management.