Overview
Duties:
- Communicating with clients on all matters
- Fully conversant in English and French
- Compiling reports
- Maintaining records
- Compiling portfolio valuations
- Having an eye for details
- Reporting directly to the general manager
- Liaising with local suppliers
- Liaising with representative of companies based in the UK
Ideally the successful applicant will have a background in administration; financial services experience would be a major advantage. The applicant must also have a dynamic personality and be a communicative player with an open personality. A good understanding of Apple Mac would also be advantageous. Candidate must have at least Grade ‘B’ in O-Level or GCSE Mathematics.
Package: Highly competitive salary + extra bonus.
Only candidates possessing all of the above attributes should apply and may send CV with photograph.
About Personal Capital Management Ltd
Personal Capital Management is a well-established international financial services company that has grown out of changing times. We are specialists in wealth management, with over 30 years of experience. Based in Mauritius and authorised by the Mauritius Financial Services Commission, we have developed our operations to follow United Kingdom's model of Independent Financial Advisors; developing numerous business partners with many of the world's leading offshore, international insurance and investment companies.