Financial Services Strategy Consultant

Placements24; South Africa; Remote; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Medical aid

Retirement planning

Professional development opportunities

Job summary

Placements24 seeks a Financial Services Strategy Consultant to guide strategic planning and market entry for banks, insurers, and investment firms in Pretoria, Gauteng. You will advise on digital innovation, regulatory compliance, and growth initiatives, engaging senior clients and shaping project direction.

The role requires an MBA or equivalent, 7+ years in financial services or consulting, and a strong network in SA's financial sector.

Qualifications

• MBA or Master's degree in Finance, Economics, Business, or related field.
• 7+ years of experience in financial services, consulting, or investment banking.
• Strong skills in strategic planning, digital strategy and regulatory frameworks.

Responsibilities

• Develop and implement strategic growth plans for banks, insurers, and investment firms.
• Analyze market trends, competitive landscapes, and regulatory changes.
• Advise on digital transformation, including fintech integration and customer experience.
• Lead due diligence for mergers, acquisitions, and partnerships.
• Develop business cases for new products and market expansions.
• Manage client relationships and lead project teams to success.
• Lead strategic workshops with senior management and boards.
• Contribute to the firm’s thought leadership in financial services consulting.

Skills

Strategic planning

Digital strategy

Regulatory frameworks

Financial data analysis

Communication & presentation

Client relationship mgmt

Leadership of engagements

FinTech/InsurTech

Education

MBA or Master’s degree in Finance, Economics, Business, or related field

Job description

About the Role

Our client, a distinguished management consultancy, is seeking an accomplished Financial Services Strategy Consultant to contribute to their growing practice. This role, based in the vibrant city of Pretoria, Gauteng , will focus on advising financial institutions on strategic planning, market entry, digital innovation, and regulatory compliance. You will play a key role in helping clients navigate the complexities of the financial services landscape, driving growth and enhancing competitive positioning. The ideal candidate will possess deep industry knowledge, strong analytical capabilities, and exceptional client engagement skills. This is an exceptional opportunity to shape the future of finance within Gauteng and beyond, working on high-impact projects with a leading firm.

Key Responsibilities

• Develop and implement strategic growth plans for banks, insurance companies, and investment firms.
• Analyze market trends, competitive landscapes, and regulatory changes within the financial sector.
• Advise on digital transformation initiatives, including fintech integration and customer experience enhancement.
• Conduct due diligence for mergers, acquisitions, and strategic partnerships.
• Develop business cases for new product offerings and market expansions.
• Manage client relationships and lead project teams to deliver successful outcomes.
• Facilitate strategic workshops with senior management and boards of financial institutions.
• Contribute to the firm's thought leadership in financial services consulting.

Requirements

• MBA or Master's degree in Finance, Economics, Business, or a related field.
• Minimum of 7 years of experience in financial services, consulting, or investment banking.
• Demonstrated expertise in strategic planning, digital strategy, and regulatory frameworks within financial services.
• Proven ability to analyze complex financial data and market dynamics.
• Excellent communication, presentation, and client relationship management skills.
• Experience in leading consulting engagements and managing project teams.
• Understanding of FinTech, InsurTech, and emerging financial technologies.
• Willingness to travel occasionally for client meetings and project work in and around Pretoria .
• Strong professional network within the South African financial services industry.

Benefits

Our client offers a highly competitive salary, performance-based bonuses, and a comprehensive benefits package including medical aid, retirement planning, and ongoing professional development opportunities. You will have the chance to work on challenging and high-profile projects within the financial services sector in Gauteng . The firm provides a stimulating work environment that encourages innovation, collaboration, and continuous learning. Access to cutting-edge research and training programs is a key part of our commitment to your growth. Join our team in Pretoria and help shape the future of financial services.