Financial Literacy Lead at Coronation Securities Limited

Job Summary

• This role is responsible for developing, implementing, and delivering financial education programs and initiatives to empower individuals with essential financial knowledge and skills.
• The role will also play a crucial part in enhancing financial literacy within our community and contributing to better financial decision-making through the Coronation Fantasy League and Coronation Academy and any other financial literacy platforms to be developed by Coronation.

Responsibilities

• Design, develop, and implement comprehensive financial education programs suitable for diverse audiences, including workshops, seminars, webinars, and digital content by leveraging the Fantasy League and Investment Academy. 
• Tailor financial literacy materials to address varying levels of financial understanding and different life stages.
• Liaise with the communications team to create engaging and informative content related to budgeting, saving, investing, debt management, retirement planning, and other relevant financial topics. 
• Conduct engaging financial literacy sessions, both in-person and virtually, to educate individuals and groups on key financial concepts. 
• Collaborate with community organizations, schools, and institutions to extend the reach of financial education initiatives while promoting Coronation’s Financial literacy tools.
• Provide one-on-one consultations to address specific financial concerns and help individuals set achievable financial goals. 
• Offer personalized guidance on managing financial challenges and building a solid financial foundation.
• Monitor the effectiveness and adoption of financial literacy programs and platforms through participant feedback, activity rate, assessment results, and measurable improvements in financial behavior. 
• Liaise with the Research team to stay updated on current financial trends, regulations, and market developments to ensure the accuracy and relevance of educational materials. 

Requirements

• Bachelor's degree in Finance, Economics, Education, or a related field. 
• Minimum of Eight (8) years relevant post-qualification experience 
• Master's degree or Professional certification, e.g. CISA, CIMA, ACCA, ACA, CFA or other relevant professional certificate is an added advantage 
• Proven experience in financial education, teaching, training, or related roles.
• Strong understanding of personal finance topics, including budgeting, saving, investing, debt management, and retirement planning.
• Possess a solid grasp of gamification principles and their corresponding reward systems.
• Excellent communication and presentation skills, with the ability to convey complex ideas in a clear and relatable manner.
• Ability to connect with individuals from diverse backgrounds and varying levels of financial knowledge.
• Strong organizational skills to manage multiple programs, events, and resources effectively.
• Proficiency in using digital tools and platforms for content creation and delivery.

Benefits

• We offer a wide range of employee benefits including: competitive compensation package, robust rewards package, retirement benefit and tools designed to help you in building a sound financial future and flexible work arrangement.