Financial Strategist (Consultant) at FleetPartners Leasing Limited

Job Description

• Coordinate loan applications to appropriate lenders on client’s behalf
• Provide general relationship management.
• Seek out new lending opportunities both within the Intuitive Finance network and also utilising own networks (locally and internationally).
• Manage investor relations function.
• Serve as company’s representative to financial/investment community and shareholders.
• Oversee and deliver recommendations to Board and Board committees regarding financials, audit matters, investments, and strategic initiatives and direction.
• Develop the corporate fundraising strategy and manage relationships with partners and investors.
• Ensure adherence to financial laws and guidelines.
• Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
• Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Requirements

• Strong knowledge of accounting, finance, reporting, budgeting, business operations and strategic planning.
• Knowledge of accounting and financial packages software.
• BSc/BA in Accounting, Finance or relevant field; MSc/MA is a plus.
• Long range financial and/or operations planning experience.
• Should have and/or be able to raise at least one million dollars.