Corporate Financial Coach
3 days ago
Bayport Financial Services is a leading provider of financial solutions to individuals and businesses. We are committed to delivering exceptional customer service and empowering our clients to achieve financial stability and security.
We are seeking a highly motivated and experienced Financial Wellness Consultant to join our team and contribute to our mission of improving the financial wellbeing of our clients.
Key Duties- Conduct comprehensive assessments of our corporate clients' financial situations.
- Develop and implement personalized financial plans to address our clients' unique needs.
- Collaborate with internal teams to ensure seamless delivery of our products and services.
- A Master's degree in Finance, Commerce, or Marketing; OR
- Relevant work experience in a senior role.
- Exceptional leadership and people management skills.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
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