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Professional Financial Consultant

1 week ago

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

Company Overview

Old Mutual Limited is a leading pan-African financial services company with a strong presence in the Johannesburg Stock Exchange and other major exchanges. The company's mission is to empower individuals, communities, and businesses across Africa through its innovative financial solutions.

Job Summary

This is a challenging full-time role for a highly skilled Senior Investment Advisor located in the Port Elizabeth Metropolitan Area. The successful candidate will be responsible for providing expert financial planning and advisory services, assisting clients with complex retirement planning, and managing investment portfolios with precision and care.

Key Responsibilities

  • Meet with clients to understand their unique financial needs and goals
  • Offer tailored investment advice and create comprehensive financial plans
  • Manage investment portfolios with precision and care
  • Stay up-to-date with industry trends and regulatory requirements
  • Work collaboratively with cross-functional teams to deliver exceptional client experiences

Requirements

  • Experience in Financial Planning and Financial Advisory services
  • Knowledge of Finance and Investments
  • Proficiency in Retirement Planning
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a team
  • Relevant financial services certifications and a Bachelor's degree in Finance, Economics, or a related field
  • Previous experience in the financial services industry is a plus