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Unlock Your Potential in Wealth Management
1 week ago
At Old Mutual South Africa, we believe that everyone deserves access to expert financial advice and guidance. That's why we're committed to recruiting and developing talented individuals who share our vision and values.
As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures. You will work closely with clients to understand their needs and develop personalized plans to help them succeed.
To excel in this role, you will need to possess excellent communication and interpersonal skills, as well as a deep understanding of the financial services industry. A Bachelor's degree or High School diploma (Grade 12) is required, and experience in sales or customer service would be an asset.
Key Responsibilities:
- Conduct thorough financial assessments and provide expert advice
- Develop and implement customized financial plans
- Maintain strong relationships with existing clients
- Collaborate with colleagues to achieve business objectives