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Strategic Financial Advisor

2 weeks ago

Centurion, Gauteng, South Africa Boardroom Appointments Full time

We are seeking a highly motivated and experienced Strategic Financial Advisor to join our team at Boardroom Appointments. In this role, you will be responsible for developing and implementing financial strategies that help our clients achieve their goals and secure their financial futures.

About the Role

The successful candidate will have a strong background in finance, with a proven track record of delivering high-quality results. You will be responsible for analyzing client data, identifying areas for improvement, and developing tailored financial solutions to meet their needs. As a key member of our team, you will also contribute to business development and help drive growth through strategic partnerships and referrals.

Key Responsibilities
  • Analyze client financial data to identify trends and areas for improvement
  • Develop and implement effective financial strategies to meet client goals, including investment, savings, and risk management
  • Provide regular financial updates and recommendations to clients, ensuring they stay on track to meet their objectives
  • Promote and develop new business opportunities through networking, referrals, and strategic partnerships
Requirements

To be successful in this role, you will need:

  • A degree in Finance, Accounting, or a related field
  • Minimum 3 years' experience in financial consulting or a related field
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts clearly
  • Excellent customer service and communication skills, with the ability to build strong relationships with clients