Enterprise Financial Strategist
4 days ago
We're seeking a skilled and dynamic individual to champion our valued customers' financial goals by identifying their needs, providing sound advice, and recommending tailored solutions.
Key Responsibilities:- Build strong relationships with customers to understand their financial objectives
- Conduct thorough needs analyses to provide expert guidance on investment and risk management strategies
- Collaborate with cross-functional teams to design and implement effective financial plans
- Maintain up-to-date knowledge of industry trends and regulatory requirements
Requirements:
- Bachelor's degree in Finance, Economics, or related field
- High school diploma (Grade 12) required
- Action-oriented with excellent communication and interpersonal skills
We're an equal opportunities employer committed to diversity and inclusion.
Skills and Competencies:- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
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