Expat Wealth Manager

adamfayed.com | Expat Wealth Solutions

Remote

Remote 🇬🇧 English

Job description

About the role

We are seeking a full‑time Expat Wealth Manager to join our remote team, operating from Mauritius. The role focuses on delivering comprehensive financial planning and investment guidance to high‑net‑worth clients, helping them achieve their financial objectives.

Key responsibilities

Provide tailored financial planning and investment advice to clients.
Manage, monitor, and optimise client investment portfolios.
Build and maintain strong relationships with high‑net‑worth individuals.
Complete and collect client KYC and identification documentation.
Generate leads and develop new client relationships.
Stay informed on global market trends and investment opportunities.

Required profile

Proven sales experience with high‑net‑worth individuals in the financial services sector.
Excellent verbal and written communication skills.
Ability to work independently in a remote, commission‑driven environment.

Required skills

Questions fréquentes

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Published 2 months ago

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