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:
1. CASH MANAGEMENT:
2. GROUP RISK ANDRETIREMENT FUNDS:
3. FINANCIAL WORKSHOPS:
4. BUSINESS ASSURANCE:
5. RETIREMENT BENEFITCONSULTING:
6. RETIREMENT FUND MEMBERCONSULTING:
7. CLIENT RELATIONSHIPMANAGEMENT:
8. COMPLIANCE ANDREGULATORY ADHERENCE:
9. TEAMWORK &GOVERNANCE
10. SELF-MANAGEMENT