Senior Portfolio Manager

About the role

Helvetic Crest Advisors is seeking an experienced Senior Portfolio Manager to join its investment team in Mauritius. The role involves independently managing and growing a discretionary and advisory book of high‑net‑worth clients, while collaborating closely with the CIO, relationship managers and compliance teams.

Key responsibilities

• Manage, retain and expand an existing book of discretionary and advisory mandates.
• Construct client portfolios aligned with individual risk profiles and the Investment Committee’s house view.
• Participate actively in the Investment Committee for asset allocation, security and manager selection, and model portfolio development.
• Monitor performance, risk metrics and mandate guidelines, ensuring suitability and concentration limits.
• Present strategy and performance to clients and acquire new HNWI, UHNWI and family‑office mandates.
• Ensure compliance with FSC Mauritius regulations, AML/CFT rules and cross‑border advisory requirements.

Required profile

• Own a portable book of at least USD 150 million in managed assets.
• Several years of portfolio management experience in private banking, wealth or asset management with a proven performance record.
• University degree in finance, economics or equivalent; CFA, CAIA or CIIA is an advantage.
• Clean record meeting FSC fit‑and‑proper standards and strong knowledge of compliance, suitability and AML/KYC.
• Fluent English; additional languages such as French or German are a plus.
• Resident in Mauritius or willing to relocate and travel internationally.

Required skills

• In‑depth multi‑asset expertise across equities, fixed income, funds/ETFs and alternatives.
• Proficiency with Bloomberg and Portfolio Management Systems (PMS).

What we offer

• European‑level compensation with attractive base salary, 13th‑month gratuity and performance‑based bonus.
• Employee share participation, 22 days of annual leave plus public holidays, and one home‑office day per week.
• Support with occupation permit, relocation assistance and a short decision‑making process.