About Company
Steward Bank is a leading financial institution in Zimbabwe, committed to empowering individuals, businesses, and communities through innovative and accessible banking solutions. As a digital-first bank, we leverage cutting-edge technology to deliver seamless financial services, from personal accounts to corporate banking, wealth management, and insurance. Our mission is to transform the financial landscape of Zimbabwe by fostering economic growth and providing unparalleled customer experiences. We pride ourselves on a culture of innovation, integrity, and customer-centricity, driven by a dedicated team that thrives on making a real difference in people’s lives. Join us in shaping the future of finance in Zimbabwe.
Job Description
Are you a driven and empathetic financial professional looking to make a significant impact on individuals’ financial futures? Steward Bank is seeking a highly motivated and client-focused Financial Advisor to join our dynamic team in Norton, Mashonaland West Province. In this crucial role, you will be instrumental in guiding our clients towards achieving their financial aspirations through expert advice, strategic planning, and comprehensive wealth management solutions. You will work closely with a diverse portfolio of clients, understanding their unique financial situations, goals, and risk tolerances, to develop personalized financial plans that encompass investment strategies, retirement planning, insurance needs, and estate planning. This is an exceptional opportunity to build long-lasting relationships, demonstrate your expertise, and contribute directly to the financial well-being of our community members while growing your career within a forward-thinking and supportive banking environment.
We are looking for someone with a deep understanding of financial markets, investment products, and regulatory compliance, coupled with exceptional communication and interpersonal skills. The ideal candidate will be a proactive problem-solver, capable of identifying client needs and crafting tailored solutions that align with Steward Bank’s commitment to excellence and innovation. You will be responsible for not only attracting new clients but also nurturing existing relationships, ensuring their evolving financial needs are met with professionalism and integrity. This role demands a strong sense of responsibility, meticulous attention to detail, and a genuine passion for financial education and empowerment. You will be at the forefront of helping our clients navigate complex financial decisions, from optimizing their savings to securing their children’s education and planning for a comfortable retirement. Your ability to translate intricate financial concepts into understandable advice will be key to your success and our clients’ satisfaction. If you are passionate about helping people secure their financial future and possess the expertise to deliver outstanding results, we encourage you to apply and become a valued member of the Steward Bank family, where your contributions are recognized and your professional growth is actively supported. Join us in making a tangible difference in the lives of our clients and the broader community.
Key Responsibilities
- Develop and maintain a strong client base by providing expert financial advice and building long-term relationships.
- Conduct comprehensive financial needs analysis for clients, identifying their goals, risk profiles, and current financial status.
- Design and implement personalized financial plans covering investments, retirement planning, insurance, savings, and estate planning.
- Educate clients on various financial products and services, ensuring they understand the benefits and risks associated with their choices.
- Monitor clients' financial portfolios and regularly review their financial plans to ensure they remain aligned with their evolving goals and market conditions.
- Identify opportunities to cross-sell and up-sell relevant banking and financial products to clients.
- Stay informed about market trends, financial regulations, and new investment opportunities.
- Ensure strict adherence to all internal policies, compliance regulations, and ethical standards.
- Prepare and present clear, concise financial reports and recommendations to clients.
- Collaborate with internal teams, including wealth management and lending, to provide holistic financial solutions.
Required Skills
- Proven experience as a Financial Advisor or similar role in the banking/financial services sector.
- Strong understanding of financial planning principles, investment products, and market dynamics.
- Excellent analytical, problem-solving, and decision-making abilities.
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Proficiency in financial planning software and CRM systems.
- Demonstrated ability to meet and exceed sales targets and client service expectations.
- High level of integrity and ethical conduct.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Preferred Qualifications
- Certified Financial Planner (CFP) or equivalent professional certification.
- Master's degree in a relevant financial discipline.
- Knowledge of local Zimbabwean financial regulations and market specifics.
- Experience with digital banking platforms and fintech solutions.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits package.
- Opportunities for professional development and career advancement.
- Access to ongoing training and industry certifications.
- Employee banking benefits and preferential rates.
- A supportive and collaborative work environment.
- Contribution to a leading, innovative financial institution in Zimbabwe.
How to Apply
Interested candidates are invited to submit their application by clicking the link below. Please ensure your resume and cover letter clearly highlight your relevant experience and qualifications for this role. Only shortlisted candidates will be contacted for an interview.