Corporate Services Consultant

Centillion Wealth Advisory is an Independent Wealth Management firm that distinguishes itself by providing a truly client centric offering and experience. The Corporate Services Consultant is an ambassador of our brand and firm’s ethos and is responsible for providing comprehensive financial advisory services to executives and trustees who act on behalf of corporate clients. The Corporate Consultant plays a pivotal role in providing comprehensive financial consulting services to corporate clients. This multifaceted position encompasses various aspects of financial management, including cash management, group risk and retirement funds, financial workshops, business assurance, retirement benefit consulting, and retirement fund member consulting. The consultant serves as a trusted advisor, assisting clients in optimizing their financial strategies and achieving their business objectives. In summary, the key areas and purpose of this role are the following:

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Key Responsibilities

1. CASH MANAGEMENT:

• Analyze corporate cash flows, liquidity needs, and working capital requirements.
• Develop and implement effective cash management strategies to optimize cash utilization and maximize returns.
• Advise on cash management solutions, including treasury services, liquidity management, and short-term investment options.

2. GROUP RISK ANDRETIREMENT FUNDS:

• Assess clients' employee group risk management needs, including business assurance and employee benefits.
• Design and recommend group risk management solutions tailored to clients' risk profiles and budgetary constraints.
• Provide guidance on retirement fund design, administration, and investment options to help clients attract and retain top talent while ensuring compliance with regulatory requirements.

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3. FINANCIAL WORKSHOPS:

• Plan and deliver educational workshops and seminars on financial literacy, retirement planning, investment strategies, and risk management for corporate clients and their employees.
• Customize workshop content to address the specific needs and interests of different employee groups, from entry-level staff to senior executives.
• Empower employees with the knowledge and tools they need to make informed financial decisions and achieve financial wellness

4. BUSINESS ASSURANCE:

• Conduct financial assessments and audits to evaluate clients' financial health, identify areas of risk exposure, and recommend remedial actions.

5. RETIREMENT BENEFITCONSULTING:

• Advise corporate clients on retirement benefit plans.
• Assist in plan design, implementation, and ongoing management, ensuring alignment with clients' strategic objectives and regulatory requirements
• Source actuarial analyses and quotes, financial projections, and cost-benefit analyses to optimize retirement benefit programs and manage liabilities.

6. RETIREMENT FUND MEMBERCONSULTING:

• Support and mentor subordinate staff to provide factual information to fund members about their benefits
• Provide personalized retirement planning advice and guidance to individual members of corporate retirement funds.
• Conduct retirement needs assessments, investment risk assessments, and portfolio reviews to help members achieve their retirement goals.
• Educate members on retirement planning strategies, investment options, and distribution strategies to maximize retirement income and financial security

7. CLIENT RELATIONSHIPMANAGEMENT:

• Develop and maintain strong relationships with trustees and executives representing their respective companies.
• Understand the client holistically to be able to provide cash management, employee benefits estate structuring and risk mitigation advice
• Understand clients' financial goals, risk tolerance, and investment preferences.
• Conduct regular meetings and reviews with clients to assess progress towards goals and adjust strategies as needed.
• Act as the primary point of contact for clients, addressing any inquiries or concerns promptly and professionally.

8. COMPLIANCE ANDREGULATORY ADHERENCE:

• Ensure compliance with all relevant regulatory requirements and industry best practices.
• Maintain accurate and up-to-date client records and documentation.
• Adhere to the firm's policies and procedures regarding client confidentiality, data security, and ethical conduct.

9. TEAMWORK &GOVERNANCE

• Continually share, interrogate, debate and communicate learnings‍
• Flag and debate strategic and operational issues constructively‍
• Promote a friendly co-operative climate understand group dynamics and apply appropriate facilitation techniques in working with others to achieve collective goals‍
• Ensure compliance with all regulation, business related practices and processes by working with support functions‍
• Address all internal and external audit as well as risk findings relating to the Wealth Advisory functions‍
• Contribute to ensuring that all internal and externally sourced data required for portfolio management, advice and reporting related purposes are available and correct‍
• Skilled at mentoring/coaching subordinate staff

10. SELF-MANAGEMENT

• Demonstrates pride in the organisations brand services and products byconsistently delivering on the brands promise
• Drive best-in-class solutions and practices
• Follow through to ensure that personal quality and productivitystandards are consistently and accurately maintained
• Stay relevant and up to date with regulatory developments, legislationand new industry developments.
• Maintain a positive attitude and respond openly to feedback
• Handle stress in ways that do not negatively impact others
• Plan and manage own workflow anticipating obstacles juggling prioritiesand following through on objectives within agreed timeframes and according toquality standards
• Take ownership of personal career development leveraging formal andinformal opportunities
• Accurately reads situations and organisational realities. Able to setaside personal agenda for the greater good
• Act in an ethical transparent and morally defensible manner includinghighlighting unethical practices