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Financial Services Delivery Expert

2 weeks ago

Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

In line with our Employment Equity Plan, we are looking for a financial services delivery expert to join our team. As a key member of our staff, you will be responsible for championing our valued customers to achieve their lifetime goals.

We seek a highly motivated individual with a passion for entrepreneurship and excellent communication skills. The role involves working closely with stakeholders, building strong networks, and ensuring accountability and decision quality.

The ideal candidate should have a bachelor's degree or high school diploma (Grade 12). We are an equal opportunities employer and welcome applications from diverse talent.

Key Responsibilities:
  • Identify customers' financial needs and provide sound financial advice
  • Recommend and implement 'fit for purpose' financial plans and solutions
  • Maintain strong relationships with stakeholders and colleagues
  • Ensure accountability and decision quality in all aspects of work