A financial planner works as a guide and expert advisor on individuals or organisations, helping them navigate various aspects of their money management and achieve their financial goals while mitigating any risks to the business and assisting the business to achieve its goals.
Job Summary
- Type: full-time
- Location: Gaborone
- Category: Accounting & Finance
- Closing Date: 2026-05-11
Key Responsibilities
- Client needs analysis and profiling.
- Customer Relationship Management.
- Business Processes
- Provide advice and planning on wellness options and products to individuals.
- Provide high standard customer service.
- Conduct and lead client meetings at specific service centres.
- Present plan review reports to client frequently.
- Handle day-to-day client inquiries timely and effectively.
- Develop and manage client relationships with clients and decision makers.
- Conduct group financial counselling and education sessions.
- Generate solutions that address client needs and challenges.
- Stay current with industry regulations.
Requirements
- Bachelor’s degree in finance or Business-related area
- A minimum of 3 years in a similar role
- Driver’s license an added advantage
How to Apply
Interested candidates should send their Cover letter, CVs and copies of qualifications to:
hr@keywealth.co.bw
Submit your application by Monday 11th May 2026 @ 17:00hrs.
Only shortlisted candidates will be contacted
