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Personal Finance Advisor Professional

2 weeks ago

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

We are seeking a personal finance advisor professional to join our team at Old Mutual South Africa. As a key member of our staff, you will be responsible for championing our valued customers to achieve their lifetime goals.

The role involves working closely with stakeholders, building strong networks, and ensuring accountability and decision quality. Our ideal candidate has a bachelor's degree or high school diploma (Grade 12), excellent communication skills, and a passion for entrepreneurship.

The job requires identifying customers' financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions. If you are a team player who can ensure customer focus and decision quality, we encourage you to apply.

Key Skills:
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability