Enterprise Financial Strategist

4 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual South Africa Full time

We're seeking a skilled and dynamic individual to champion our valued customers' financial goals by identifying their needs, providing sound advice, and recommending tailored solutions.

Key Responsibilities:
  • Build strong relationships with customers to understand their financial objectives
  • Conduct thorough needs analyses to provide expert guidance on investment and risk management strategies
  • Collaborate with cross-functional teams to design and implement effective financial plans
  • Maintain up-to-date knowledge of industry trends and regulatory requirements

Requirements:

  • Bachelor's degree in Finance, Economics, or related field
  • High school diploma (Grade 12) required
  • Action-oriented with excellent communication and interpersonal skills

We're an equal opportunities employer committed to diversity and inclusion.

Skills and Competencies:
  1. Action Oriented
  2. Balances Stakeholders
  3. Builds Networks
  4. Collaborates
  5. Communicates Effectively
  6. Customer Focus
  7. Decision Quality
  8. Ensures Accountability


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