Wealth Management Advisor Job Vacancy in Flacq, Mauritius – Banking & Financial Services

Job Description

Position: Wealth Management Advisor

Company: Citi Mauritius

Location: Flacq, Mauritius

Experience: Minimum 5 years in wealth management or private banking

Education: Bachelor’s degree in Finance, Economics, Business or related field

Employment Type: Full-time

Industry: Banking & Financial Services

Department: Private Banking

Salary: SSP 800,000 – 1,200,000 per annum

Vacancies:1

Company Overview

Citi Mauritius is a leading global financial institution with a strong presence in the Indian Ocean region. As part of Citi’s worldwide network, the Mauritius branch delivers a comprehensive suite of banking services, ranging from corporate finance to retail banking and wealth management. The firm is renowned for its commitment to innovation, client‑centric solutions, and sustainable growth. With a diverse workforce and a culture that encourages continuous learning, Citi Mauritius offers an environment where ambitious professionals can thrive while contributing to the economic development of Mauritius. This role supports the broader mission of providing world‑class financial advice to high‑net‑worth individuals and families, reinforcing Citi’s reputation as a trusted partner in wealth creation. Keywords such as Mauritius Jobs, Jobs in Mauritius, Job Vacancy in Mauritius, Career Opportunities in Mauritius, Employment in Mauritius and Hiring in Mauritius are integral to our recruitment strategy.

Job Overview

The Wealth Management Advisor will be responsible for delivering tailored investment strategies, financial planning, and portfolio management services to affluent clients in Mauritius. Reporting to the Head of Private Banking, the advisor will cultivate long‑term relationships, understand client goals, and provide solutions that align with risk tolerance and market opportunities. This position plays a pivotal role in expanding Citi’s high‑net‑worth client base and enhancing the overall client experience. The role involves close collaboration with product specialists, research analysts, and compliance teams to ensure that recommendations meet regulatory standards and client expectations.

https://mauritiusjobsearch.com

https://www.mauritiusjobsearch.com/

Key Responsibilities

• Develop and execute personalized wealth management strategies for high‑net‑worth individuals and families.
• Conduct comprehensive financial assessments, including risk profiling, asset allocation, and tax considerations.
• Provide ongoing portfolio monitoring, performance reporting, and proactive adjustments based on market dynamics.
• Build and maintain strong client relationships through regular communication, meetings, and events.
• Collaborate with internal product teams to cross‑sell banking, investment, and insurance solutions.
• Ensure strict adherence to regulatory requirements, internal policies, and Citi’s code of conduct.
• Stay updated on global financial markets, economic trends, and emerging investment products.

Required Skills

• Deep knowledge of investment products, wealth planning tools, and market analysis.
• Exceptional interpersonal and communication skills, with the ability to explain complex concepts clearly.
• Strong analytical mindset and proficiency in financial modeling.
• High ethical standards and client‑focused attitude.
• Ability to work independently while contributing to a collaborative team environment.
• Fluency in English; proficiency in French or Creole is an advantage.

Education

A bachelor’s degree in Finance, Economics, Business Administration, or a related discipline is required. Professional certifications such as CFA, CFP, or equivalent are highly desirable and will be considered an asset during the selection process.

Experience

Applicants must have a minimum of five years of proven experience in wealth management, private banking, or financial advisory roles, preferably serving high‑net‑worth clients. Demonstrated success in growing client portfolios and achieving revenue targets is essential.

Salary

The compensation package ranges from SSP 800,000 to SSP 1,200,000 annually, commensurate with experience, qualifications, and performance. A performance‑based bonus structure is also part of the total remuneration.

Benefits

• Comprehensive health and dental insurance coverage.
• Retirement savings plan with employer contributions.
• Generous paid leave, including annual, sick, and parental leave.
• Professional development allowance for certifications and training.
• Employee assistance program and wellness initiatives.

Training

• Onboarding program covering Citi’s culture, compliance, and product suite.
• Continuous learning modules on advanced investment strategies and market research.
• Mentorship from senior private banking leaders.
• Access to Citi’s global knowledge platform and webinars.

Working Environment

Citi Mauritius offers a modern office located in the heart of Flacq’s business district, equipped with state‑of‑the‑art technology and collaborative workspaces. The firm promotes a flexible work arrangement, encouraging a healthy work‑life balance while maintaining high service standards for clients.

Application Process

Interested candidates should submit their updated CV and a cover letter outlining their relevant experience through the online portal on our website. Shortlisted applicants will be invited to a multi‑stage interview process, including a competency interview, a case study assessment, and a final discussion with senior management.

Equal Opportunity Statement

Citi Mauritius is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees, regardless of gender, ethnicity, religion, disability, sexual orientation, or age. All qualified applicants will receive consideration for employment without discrimination.