Corporate Financial Coach

3 days ago


East London, Eastern Cape, South Africa Bayportsa Full time
About Us

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.
Requirements
  • 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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