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Intellect

Enterprise mental-health platform for employers

Financial Coach

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeRemote in United Arab EmiratesNo salary listedRemote

About the Job

Requirements

  • Proven experience as a Finance Coach or in a similar role, with a track record of successful client outcomes.
  • A bachelor's degree in Finance or a related field.
  • Strong analytical abilities to interpret financial data and provide well-grounded, data-based coaching.
  • Proficiency in English and the local language.
  • Accuracy, attention to detail, and the ability to simplify complex financial concepts for clients.
  • Proficiency with database systems and strong personal computer skills.

Responsibilities

  • Provide strategic coaching in cash flow and budgeting through text and video consultations.
  • Assess clients’ financial situations and design customized financial plans based on their needs and goals.
  • Guide clients in making informed, secure financial decisions aligned with their short-term needs and long-term aspirations.
  • Help clients manage resources to meet daily obligations and larger goals, such as saving for retirement or purchasing a home.
  • Stay current with financial trends, market changes, and budgeting strategies to provide relevant coaching.
  • Monitor and adjust financial plans as needed so clients stay on track and adapt to life changes or shifts in financial goals.

About the Company

Intellect

Enterprise mental-health platform for employers

Intellect provides an enterprise mental-health and workforce-wellbeing platform for employers. It offers self-care tools, coaching, counselling, clinical support, and wellbeing analytics for global workforces, delivered through organisations rather than as a consumer app. The product scales across multi-language delivery for large employee populations and provides data-driven insights for HR and management. Its goal is to expand access to workplace mental-health care worldwide, focusing on B2B deployment and strategic partnerships to support employees across Asia and beyond.

Company size
501-1,000
Company stage
Series A
Total funding
$22.3M
Headquarters
Singapore, Singapore
Founded
2019

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