Wealth Management Specialist

7 days ago


Nelspruit, Mpumalanga, South Africa Old Mutual Full time
Role Overview:

This role involves facilitating intra-branch referrals by building mutually beneficial relationships with other business units and promoting a professional image of Old Mutual Finance.

Main Tasks:
  • Facilitate referrals between business units to enhance collaboration
  • Maintain a high level of professionalism and adhere to dress code and housekeeping standards
  • Project / promote the professional image of Old Mutual Finance
Key Requirements:
  • National Senior Certificate or equivalent qualification
  • Minimum 1 year sales or service experience preferably in Retail, Banking & Financial Industries


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