Strategic Financial Wellness Specialist

6 days ago


Germiston, Gauteng, South Africa Bayport Financial Services Full time
Job Title: Strategic Financial Wellness Specialist

We are seeking a highly skilled and experienced Financial Wellness Consultant to join our team at Bayport Financial Services.

About the Role

This is an excellent opportunity for a motivated and results-driven professional to make a meaningful impact in the lives of our clients. As a Senior Financial Wellness Consultant, you will play a critical role in improving the financial wellbeing of corporate employees through personalized guidance and education.

Your primary responsibility will be to conduct thorough financial assessments, identify areas of improvement, and provide tailored solutions to help individuals achieve financial stability and success.

Key Responsibilities
  • Conduct comprehensive financial evaluations to understand clients' current financial situations and identify opportunities for improvement.
  • Develop and implement customized plans to help clients manage debt, improve credit scores, and achieve long-term financial goals.
  • Provide ongoing support and education to clients on personal finance, budgeting, and money management best practices.
  • Collaborate with internal stakeholders to ensure seamless delivery of Money Solutions products and services to corporate clients.
Requirements
  • Bachelor's degree in Finance, Commerce, or a related field.
  • A minimum of 5 years of experience in financial consulting, sales, or a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
  • Passion for helping others achieve financial stability and success.
  • Familiarity with financial industry regulations and compliance requirements.
  • Ability to work independently and as part of a team, with a strong sense of accountability and professionalism.
PREFERRED QUALIFICATIONS
  • Experience in debt counseling, debt administration, or a related field.
  • Knowledge of the National Credit Act (NCA) and its implications for financial services providers.
  • Understanding of accounting and financial principles, with the ability to analyze financial data and develop strategic recommendations.
About Us

Bayport Financial Services is a leading provider of financial solutions to individuals and businesses across South Africa. We are committed to delivering exceptional customer service, building strong relationships with our clients, and contributing to the growth and development of our communities.

If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, we encourage you to apply for this exciting role.



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