Job description
- Location:Mauritius
- Employee Type:Permanent
- Department:Wealth Mauritius
- Division:Investec Wealth & Investment
Wealth Manager (10978)
We are looking for a Wealth Manager based in Mauritius.
• The IWIM Portfolio and broader wealth management services cater to the needs of:
• Private Clients (domiciled in Mauritius or internationally based)
• Corporate entities (corporate pension funds)
• Institutional clients (private or listed investment funds, parastatal, or sovereign entities)
• Prime Portfolio Custody services through Investec Bank Switzerland AG (IBSAG)
• Auxiliary banking services (including Lombard Lending) provided through the IBSAG Custody Platform
• Portfolio Management services apportioned across three key asset classes:
• International Fixed Income
• Listed Equities
• Capital Protected Structured Products
• Building and leaving a legacy
• Sustainability; Environmental, Social and Governance (ESG)
• ESG considerations enables you to leave a legacy by ensuring your wealth is invested in what contributes to a better world
Profile of the suitable candidates to join our Team:
• Senior wealth managers with at least a 10-to-15-year work experience in the industry
• Entrenched relationships with HNWI / UHNW families
• Min. USD 150M to USD 200M in transferable international discretionary AuM
• Ideally the asset mix should be relatively concentrated (low volume / high value book). The candidate(s) would be looking at managing his/her current asset base from an IFC and to leverage from our infrastructure
Benefits of the IWM opportunity
• Leveraging from the international infrastructure and IP of W&I International (i.e. Swiss custody, established portfolio management competences - primarily expressed through W&I segregated and unitized portfolios - and supplemented by a robust online platform to manage and administer assets)
• Access to a well-established team in Mauritius which is optimally positioned to assist with the migration and subsequent management of assets
• Participate in the growth of Mauritius as an IFC
• To work and live in an internationally recognized business friendly jurisdiction (Ranked 1st in Africa and 13th out of 190 countries worldwide in the 2020 World Bank Ease of Doing Business Report)
• Opportunity to acquire a 10-year occupational (work) permit or a 20-year permanent residency permits (after an initial 3 year assignment)
• Great quality of infrastructure and services available through the jurisdiction (education, healthcare, banking services, straightforward tax regime, airport connectivity)
• Outstanding lifestyle attributes
Investec Culture
At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.
We are committed to diversity and inclusion when recruiting internally and externally.
We commit to ensure that everyone is fairly assessed during our recruitment process.
Let us know if you need any reasonable adjustments to complete your application.