Corporate Financial Advisor (Flexi-Hours)

Role Overview

Are you a detail-oriented professional with a passion for wealth management and client success? Our firm is seeking a dynamic Corporate Financial Advisor to join our client-facing team. In this role, you will provide expert guidance to clients, manage their financial portfolios, and build long-term, trusted relationships.

This is a unique opportunity to work in a professional corporate environment with flexible working hours, allowing you to manage your schedule while delivering high-quality financial advice. You will be supported by a structured training program and a clear pathway to career growth within the organization.

Key Responsibilities

• Client Relationship Management: Cultivate and maintain strong, long-term relationships with a diverse portfolio of new and existing clients.
• Financial Planning: Assess clients’ financial objectives and provide tailored investment and wealth management solutions.
• Portfolio Monitoring: Conduct regular financial and portfolio reviews to ensure clients remain aligned with their investment goals and risk profiles.
• Market Insight: Stay current with global financial markets, economic trends, and product developments to provide informed, timely advice.
• Client Engagement: Proactively follow up with clients, offer ongoing support, and ensure high levels of satisfaction and retention.
• Reporting & Compliance: Maintain accurate records and ensure all client interactions adhere to company standards and regulatory requirements.

Ideal Candidate Profile

• Relevant Experience: Previous experience in financial services, wealth management, sales, or client advisory roles (training provided to bridge any gaps) .
• Exceptional Communication: Strong interpersonal skills with the ability to explain complex financial concepts clearly and concisely.
• Autonomy & Drive: Self-motivated, disciplined, and comfortable managing your own schedule and client workload.
• Adaptability: Eager to learn, keep up with industry changes, and grow within a collaborative team environment.
• Educational Background: Bachelor’s degree in Finance, Business, Economics, or a related field

What We Provide

• 💰 Competitive Remuneration: Flexible package structure (Base + Commission OR 100% Commission) designed to reward your success.
• ⏳ Flexible Work Lifestyle: Complete autonomy over your working hours and client management style to support a healthy work-life balance.
• 📈 Professional Development: Structured training, dedicated mentorship, and clear progression pathways into leadership roles.
• 🤝 Supportive Culture: A collaborative team environment with ongoing support and resources to help you achieve your career goals.
• 🌐 Industry Exposure: Access to exclusive client events, workshops, and professional development programs to expand your network and knowledge.