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Wealth Management Specialist
1 week ago
Old Mutual is a respected brand in the African financial services industry, known for its commitment to excellence and customer-centric approach. We strive to make a positive impact on our customers' lives by providing tailored financial solutions that meet their unique needs.
Job Role:
The Associate Financial Advisor role requires a self-motivated individual who is passionate about helping others achieve their financial goals. Your key responsibilities will include conducting financial needs assessments, developing personalized financial plans, and implementing solutions that meet customer requirements.
Requirements:
To excel in this role, you must possess excellent communication skills, be a team player, and have a strong ability to build relationships with customers and colleagues. A Bachelor's Degree or equivalent qualification is necessary, and a High School diploma is essential for those without a degree. You must also demonstrate a high level of decision quality, accountability, and customer focus.
What We Offer:
This role offers a challenging work environment, opportunities for professional growth, and a competitive remuneration package. As a member of our team, you will be part of a diverse and inclusive culture that values innovation, teamwork, and customer satisfaction.