Financial Services Consultant

Placements24; Queenstown; Presencial; NZD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Medical benefits

Retirement plan

Growth opportunities

Diversity of challenges

Descripción de la vacante

Placements24 is seeking a specialized Financial Services Consultant to advise financial institutions in Queenstown and beyond. You will navigate regulatory changes, assess risk, and drive strategic initiatives across banks, insurers, and other financial entities on an on-site basis.

The role emphasizes regulatory compliance, financial strategy, and operational improvement, with a focus on digital transformation and stakeholder reporting.

Formación

• 5+ years of experience in financial services, banking, insurance, or consulting within the financial sector.
• In-depth knowledge of financial regulations, market dynamics, and product offerings.
• Strong analytical and problem-solving skills with a quantitative aptitude.
• Experience in financial modeling, risk assessment, and strategic planning.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field; CFA or similar certification is a plus.

Responsabilidades

• Advise clients on regulatory compliance, risk management, and financial strategy.
• Analyze financial performance and identify opportunities for operational improvement.
• Develop and implement strategies to enhance customer experience and digital offerings.
• Assist clients with digital transformation initiatives within the financial services sector.
• Conduct due diligence for mergers, acquisitions, and other corporate finance activities.
• Prepare detailed reports and present findings and recommendations to senior client management.

Conocimientos

Regulatory knowledge

Financial analysis

Client advisory

Digital transformation

Due diligence

M&A experience

Educación

Bachelor's degree in Finance, Economics, Business Administration

CFA or similar certification (preferred)

Descripción del empleo

About the Role

Our client is seeking a specialized Financial Services Consultant to provide expert advisory services to financial institutions in Queenstown and across the Eastern Cape. This role requires a deep understanding of the financial sector's regulatory landscape, market trends, and operational best practices. You will work with banks, insurance companies, and other financial entities to enhance their performance, navigate regulatory changes, and implement strategic initiatives. As this role requires direct client interaction and engagement within financial institutions, it is an on-site position.

Key Responsibilities

• Advise clients on regulatory compliance, risk management, and financial strategy.
• Analyze financial performance and identify opportunities for operational improvement.
• Develop and implement strategies to enhance customer experience and digital offerings.
• Assist clients with digital transformation initiatives within the financial services sector.
• Conduct due diligence for mergers, acquisitions, and other corporate finance activities.
• Prepare detailed reports and present findings and recommendations to senior client management.

Requirements

• 5+ years of experience in financial services, banking, insurance, or consulting within the financial sector.
• In-depth knowledge of financial regulations, market dynamics, and product offerings.
• Strong analytical and problem-solving skills with a quantitative aptitude.
• Experience in financial modeling, risk assessment, and strategic planning.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field; CFA or similar certification is a plus.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive medical and retirement benefits.
• Significant opportunities for professional growth and specialization.
• Exposure to diverse challenges within the financial services industry.
• Key role in shaping the future of financial institutions.