Financial Services Specialist

5 days ago


Johannesburg, Gauteng, South Africa Old Mutual South Africa Full time
Job Description

We are seeking a highly skilled and experienced Financial Services Specialist to join our team in Johannesburg. As a key member of our sales team, you will be responsible for providing exceptional customer service and identifying opportunities to secure new business or support retention.

  • Provide quality service to customers while identifying opportunities to secure new business or support retention.
  • Analyze specific problems and issues to find the best solutions.
  • Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.

You will also be responsible for developing and implementing a relationship management plan for potential customer accounts, and ensuring that your work adheres to our organization's policies and procedures.

The ideal candidate will have a strong understanding of financial services and a proven track record of success in sales and customer service.

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.



  • Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Financial Services Technical SpecialistJoin our team as a Financial Services Technical Specialist.Key ResponsibilitiesProvide knowledge of core financial products and solutionsContribute to the design, development, implementation, and maintenance of financial reporting processes and systemsRequirementsPostgraduate degree in Finance and Accounting3-4 years of...


  • Johannesburg, Gauteng, South Africa Bayport Financial Services Full time

    Job title : Financial Wellness Consultant - JHB NorthJob Location : Gauteng, JohannesburgDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionTo contribute to Bayport Financial Services growth and profitability by offering financial wellness consolidation products and services in line with Bayport's strategy. To...


  • Johannesburg, Gauteng, South Africa Wesbank Full time

    We are seeking a highly skilled Financial Services Specialist to join our team at RMB Private Bank. As a key member of our wealth management team, you will be responsible for providing leading wealth management advice and private banking solutions to our clients.The ideal candidate will have a strong background in finance or economics, with excellent...


  • Johannesburg, Gauteng, South Africa Bayport Financial Services Full time

    Job title : Financial Wellness Consultant - JHB CBDJob Location : Gauteng, JohannesburgDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionTo contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including...


  • Johannesburg, Gauteng, South Africa Barclay Specialist Care Ltd Full time

    As an IT Service Delivery Specialist, you'll be responsible for delivering high-quality technical support to our end-users.You'll troubleshoot issues, provide solutions, and escalate problems as needed. You'll also document support requests and resolutions.In this role, you'll have the opportunity to work with a variety of technologies and tools, and to...


  • Johannesburg, Gauteng, South Africa FirstRand Namibia Limited Full time

    Job DescriptionWe are looking for a skilled and experienced Financial Services Specialist to join our team at FirstRand Namibia Limited.The successful candidate will be responsible for managing a portfolio of wealth clients, providing analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and...


  • Johannesburg, Gauteng, South Africa Bayportsa Full time

    Job OverviewThe role of a Financial Wellness Specialist at Bayport Financial Services is to provide expert financial wellness consolidation products and services, contributing to the company's growth and profitability.


  • Johannesburg, Gauteng, South Africa RMB Nigeria Limited Full time

    We are seeking a highly skilled Client Service Specialist to join our team at Ashburton Investments. The successful candidate will have a strong background in Financial Services (Asset Management) and a proven track record of delivering exceptional service to clients.In this role, you will be responsible for providing customers with relevant information...


  • Johannesburg, Gauteng, South Africa VP Wealth Management & Advisory Full time

    Company OverviewWe are VP Wealth Management and Advisory, a leading financial services intermediary dedicated to providing tailored financial solutions with integrity and excellence. Our client-centric approach fosters long-term relationships built on trust.


  • Johannesburg, Gauteng, South Africa Be Different Recruitment Full time

    Job Overview:A leading financial services company is seeking a highly skilled IT Service Management Specialist to oversee the delivery of technical support services. The ideal candidate will be responsible for managing the provision of technical support to ICT operations through efficient and responsive Service Desk and Service Delivery Management teams.The...


  • Johannesburg, Gauteng, South Africa FNB Namibia Full time

    Job OverviewJob DescriptionWelcome to FNB Namibia, a leading financial institution in the region. We are seeking a highly skilled and experienced Professional Banker to join our team of experts.The ideal candidate will be responsible for managing a portfolio of high net worth individuals and businesses, providing them with tailored financial solutions to...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Description:We are looking for a highly skilled Accounting Expert to join our team. As a key member of our finance department, you will provide expert financial advice and services to clients.You will be responsible for building strong relationships with clients, preparing detailed financial reports, and assisting them in understanding their financial...


  • Johannesburg, Gauteng, South Africa FirstRand Namibia Limited Full time

    We are seeking a Lead Financial Solutions Specialist to join our team of experienced bankers. As a Lead Financial Solutions Specialist, you will be responsible for providing financial solutions to large corporate and institutional clients, leveraging your expertise in cash management, trade finance, and investment products to deliver value-added...


  • Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    About the Role:We are seeking a highly skilled Specialist in Financial Crime Compliance to join our team at Standard Bank of South Africa Limited.As a key member of our organization, you will be responsible for implementing Group Financial Crime Compliance Policies, Standards and Procedures within the relevant Business Area.You will also define and implement...


  • Johannesburg, Gauteng, South Africa proFound Consulting Full time

    About the RoleWe are seeking an experienced IFRS Financial Reporting Specialist to join our team at proFound Consulting. This individual will play a key role in shaping financial reporting excellence and driving innovation within our organization.As an IFRS Financial Reporting Specialist, you will have the opportunity to work on challenging projects,...


  • Johannesburg, Gauteng, South Africa FirstRand Namibia Limited Full time

    Job DescriptionThe Financial Solutions Specialist will play a critical role in driving the growth of our financial services business.Key ResponsibilitiesDevelop and deliver on client plans that align to sector strategies.Identify and capitalise on revenue growth opportunities.Manage origination processes and anticipate client needs.Collaborate closely with...


  • Johannesburg, Gauteng, South Africa FxPro Financial Services Ltd Full time

    About Us:FxPro Financial Services Ltd, a leading international fintech company, boasts a diverse workforce of over 500 employees representing 40 nationalities. Our expanding international team is comprised of offices in various locations.We value each team member as an integral part of our success story. As the Business Development Manager, you will work...


  • Johannesburg, Gauteng, South Africa C40 Cities Full time

    About the CompanyC40 Cities is a leading investment solutions firm that is passionate about driving growth in investment solutions. We offer accelerated career progression, a dynamic culture, and expert training to our employees.We are seeking a highly skilled Financial Services Professional to join our team as a Business Development and Investment...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a Senior Financial Specialist to join our team. This is an exciting opportunity for a highly skilled professional to take on a key role in driving business growth and improving financial performance.The ideal candidate will have 5 years of exposure in the logistics space and a strong background in financial management. They...


  • Johannesburg, Gauteng, South Africa Bayportsa Full time

    Job Overview:We are seeking a skilled and results-driven Financial Wellness Consultant to join our team at Bayport Financial Services.The ideal candidate will be a self-starter with a proven track record of success in sales and customer service, and a strong desire to build lasting relationships with clients.About the Role:Drive sales growth and revenue...