Wealth Optimization Consultant Role

2 days ago


East London, Eastern Cape, South Africa Bayportsa Full time

In this pivotal role as a Wealth Optimization Consultant, you will play a crucial part in enhancing the financial wellbeing of Corporate employees. By assessing their financial situations and offering expert advice, you will empower employees to take control of their finances and make informed decisions about their money.

Your contributions will directly support Bayport's mission to promote financial stability and security for its employees. To succeed in this challenging yet rewarding position, you must possess a deep understanding of financial wellness and a passion for helping others achieve their financial goals.

Duties and Responsibilities
  • Conduct thorough assessments of employee financial situations.
  • Develop and implement effective strategies for financial improvement.
Requirements
  • Mid-Senior level experience in financial services.
  • Proven track record of delivering exceptional results in a fast-paced environment.


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