Financial Services Consultant Job Description
Financial services consultant
provides strategic advice across a variety of financial products and services (investments, debt management, cash management, insurance coverage, etc.).
Financial Services Consultant Duties & Responsibilities
To write an effective financial services consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included financial services consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Proven experience as a recruitment consultant looking to expand on your achievements within a global organisation
Be a natural networker - this is very much a client facing role so you must be confident and have strong commercial acumen
Have a team focused approach
The ambition and drive to build a career in recruitment through influence, relationships and expert knowledge within your discipline
Managing all stages of the recruitment process with both candidates and clients
Work with some of the most prestigious global clients to address their greatest challenges and provide innovative and creative solutions to overcome these
Oversee new EFS installations
Build expertise on our range of insurance, retirement and wealth products
Proactively call existing Group Retirement Savings (GRS) plan members who are leaving, or have left their employer to explain their options
Proactively call and take calls from Group Benefits (GB) members who are leaving their employer and want to convert their health and dental, life insurance and/or critical illness policies
Financial Services Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Services Consultant
List any licenses or certifications required by the position: CPA, ACCA, CA, CFA, FRM, CSA, ACT, CIA, CISA, PRM
Education for Financial Services Consultant
Typically a job would require a certain level of education.
Employers hiring for the financial services consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Financial Services, Business, Finance, Acting, Economics, Accounting, Computer Science, MBA, Engineering
Skills for Financial Services Consultant
Desired skills for financial services consultant include:
Bank products and services
GB products and CSC Rollover products
GRS products
Individual insurance products
Retail insurance and investment products
Range of insurance products and developments
Which may from time to time undertake in the financial industry
Artificial intelligence
BPC for Planning
Bank products/services
Desired experience for financial services consultant includes:
FINRA Series 6 and 63 registrations State Life Insurance licenses can be acquired through our Fast Track Program
FINRA 6 and 63 registrations state life insurance licenses can be acquired through our Academy program
Likely to have a minimum of 7 years experience of working on transformation projects to deliver tangible business outcomes for clients
Project Deliverables - ability to structure complex challenges or solutions into clear and concise client deliverables - in powerpoint, excel, or word
Change Management - a good understanding of managing people aspects of business change including organisation design, communications and change management
Business Case Management - experience in the development and management of business case to drive change
Financial Services Consultant Examples
1
Financial Services Consultant Job Description
Job Description Example
Our company is hiring for a financial services consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial services consultant
- Handling and processing incoming calls in an efficient and professional manner
- Ensuring that any data is accurately captured
- Managing issues efficiently and resolving these to conclusion
- Keeping up to date with business knowledge to ensure clients receive the best possible service and support
- Gain understanding through effective questioning and listening techniques
- Achieve targets for quality and utilisation including service standards on an individual and team basis
- Adhering to the Data Protection Act, and working within a regulated environment
- Management and upload of service opportunities within SalesForce and assess solution fit and risk involved
- Define winning strategy and probability to win
- Review and submit proposals internally for bid review and opportunity qualification externally to the client for contract and order management
Qualifications for financial services consultant
- A minimum of 3 years or in a financial services
- A keen sense of humour
- 5+ years consulting experience within Financial Services
- Experience across risk, operations and technology
- FINRA 6 and 63 registrations state life insurance licenses must be obtained through our Academy program
- Knowledge of industry including competitors and trends (i.e., knows what it takes to be successful in the financial services industry
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Financial Services Consultant Job Description
Job Description Example
Our company is looking to fill the role of financial services consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial services consultant
- Engaging in driving new projects from new clients reviewing new contracts
- Taking and analyzing users’ requirements and transforming them into functional and technical contribution to the design and application requirements
- Developing detailed functional designs for components and prototypes of the business solution
- Defining and monitoring the implementation strategy
- Supervising the activities of creating, testing and implementing applications
- Making technical designs from requirements
- Tasks on Java programming platform
- Performing testing and detailing technical documentation about the developed components
- Support Private Bank clients with project delivery across business transformation, regulatory change, digital and core banking implementation
- Analyze complex situations and propose solutions
Qualifications for financial services consultant
- Big 4 or top tier management consulting experience strongly preferred
- Track record of solution engineering, consultancy, delivery or training success for a software solution organisation
- Competitive Base Salary with the potential to earn up to 20% to 30% extra income
- Strong leadership skills, motivational and self-directed
- High level of creativity, able to provide unique solutions to a wide variety of challenges
- Native with Japanese or English
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Financial Services Consultant Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial services consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial services consultant
- Manage project administration to facilitate decision making and provide transparency including progress reporting, actions log, risks, issues and dependencies across project
- Build and maintain relationships with our Clients
- Get involved with internal IP, thought leadership, and solution development to further expand your knowledge of consulting, project management, financial products, process optimization techniques, and a variety of other areas
- Set individual annual objectives, measures, and performance targets in alignment with Release Mgmt
- Manufacturer
- Checks all paperwork for correct title, lien information, taxes, , before forwarding to
- And policies
- Continually
- Programs continually
- Maintains an adequate and current supply of all required contracts and paperwork needed for
Qualifications for financial services consultant
- If Japanese is Native , fluency in English
- If English is Native, fluency in Japanese
- Working experience in the finance industry or finance related project experience
- Sales experience for solutions or specific service
- Strong communication skill to interact with diverse clients team members
- Ability to adapt and work in a fast paced environment and remain flexible with changes
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Financial Services Consultant Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial services consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial services consultant
- Translate enterprise customer needs in high level solutions design
- Consult in the use of data and analytics to deliver value to the customer’s business through engaging our Financial Services industry knowledge, experts and solutions
- Provide exceptional customer service to customers through office and phone appointments, responding to reviews, conducting chat appointments and answering transferred calls from call center
- Work collaboratively with customers to interpret, assess, and explain student accounts including working cooperatively with other contacts to resolve student account related issues
- Actively participate in all professional development activities such as trainings, project teams, and other opportunities
- Establish, maintain and manage key customer relationships (especially with executive and analytical contacts) in tandem with the Relationship Manager
- Supplement appropriate business case efforts that support solution development, providing voice of customer input prevailing industry trends/needs
- Working with a team to define a business solution that may include defining business architecture, process design and delivery activities whilst driving the development of improved capabilities
- Executing core consulting and project management activities such as gap analysis, requirements gathering, functional specifications, risk/issue management, project planning
- Professional experience in a consulting or commercial environment, with good knowledge of and network in the Financial Services sector in Switzerland
Qualifications for financial services consultant
- Experience with insurance packages including Duck Creek and Guidewire
- Bachelor’s Degree in a technical or systems field
- At least five (5) years of experience in a client environment – insurance or financial services clients preferred
- Experience of complex environments
- Proven track of successful delivery/participation of consulting projects for Financial Services clients
- Strong business/industry acumen
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Financial Services Consultant Job Description
Job Description Example
Our growing company is looking to fill the role of financial services consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial services consultant
- Work collaboratively with customers to interpret, assess, and explain student accounts
- Work with other internal and external contacts to resolve student account related issues
- Review cashiering and transfer related request for accuracy, completeness and suitability
- Communicate NIGO information to financial advisors and be able to follow up and obtain additional paperwork and/or information necessary
- Have the ability to cross train as other business needs arise train others
- Lead development of strategic presentations on Financial Operations to GCM Senior Managers
- Lead Strategic Road-mapping and Project Management for 2-3 key cross-functional strategic initiatives a year – including current state assessment, future state brainstorming, roadmap prioritization and buy vs
- Manage a portfolio of 17 critical vendors through performance assessments, incident oversight, and contract optimization
- Establish and foster strong working relationship with peers, within Finance Operations and GCM Finance, with other functions within GCM and other SBUs
- Lead and Coordinate several highly complex, high impact root cause problem solving projects and ad hoc analysis to drive significant continuous improvement changes through the operations
Qualifications for financial services consultant
- Native Czech/Slovak and fluent English
- Interest in the new disruptive forces in Financial Services
- Bachelor or Master degree in either Economics, Finance, Business Administration or Information Technology
- 3 to 5 years' work experience in Banking Operations environment is mandatory
- Broad Financial Products (Equities, Fixed income, Payments, FX, Money Market, OTC derivatives…) knowledge
- Understanding of front to back processes including latest industry regulatory environment and systems landscape