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Junior Private Banker

Credence Group · Port-Louis

Junior 🇬🇧 English

Job description

About the role

This position is for a Junior Private Banker who will act as a wealth manager for high‑net‑worth (HNW) clients. Based in Mauritius or working remotely abroad, you will join Credence Group’s independent asset‑management platform and be responsible for managing a personal portfolio of HNW investors across offshore banks.

Key responsibilities

  • Introduce global HNW investors to the firm and open their accounts with partner banks.
  • Maintain and grow client relationships through regular communication and service.
  • Conduct client risk analysis and continuously evaluate portfolio performance.
  • Design and deliver personalized wealth‑management solutions aligned with clients’ financial goals.
  • Collaborate with clients to create clear, long‑term investment roadmaps.

Required profile

  • Transferable assets under management (AUM) and an existing network of HNW client relationships (mandatory).
  • Ability to design tailored financial strategies (preferred).
  • Experience with global investment products, wealth structuring, financial planning and retirement planning (preferred).

Required skills

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    Published 3 months ago

    18 views · 0 interested

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    Credence Group

    Port-Louis