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Professional Finance Specialist

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time
Company Overview:
Old Mutual South Africa is a leading financial services group with a rich legacy of over 170 years. Our focus is on delivering premium financial solutions to customers across the continent.

We offer a unique opportunity for growth and development, equipped with state-of-the-art tools and expert advice. At Old Mutual South Africa, we strive to create a sustainable future for our clients and the community at large.

Job Summary:
This is a full-time on-site role that requires a skilled Financial Advisor to provide expert guidance to retail and corporate clients. The successful candidate will be responsible for assessing client needs, recommending suitable financial products, and helping clients achieve their financial objectives.

Key Responsibilities:
- Assess client needs and develop tailored financial plans
- Recommend suitable financial products and services
- Collaborate with clients to achieve their financial goals
- Provide exceptional customer service and support

Requirements:
  • Possess a relevant degree in Finance, Economics, Business, or related field
  • Demonstrate strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and provide recommendations
  • Certifications such as CFP (Certified Financial Planner) are a plus