Financial Planning Specialist

5 days ago


Boksburg, Gauteng, South Africa Old Mutual Full time
Wealth Management Professional

We are looking for a driven and results-oriented individual to join our team as a Wealth Management Professional. The successful candidate will be responsible for developing and implementing comprehensive wealth management plans that cater to the diverse needs of our clients.

Job Overview:

This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and building long-term relationships with clients.

Responsibilities:

  • Develop and implement wealth management plans tailored to individual client needs
  • Provide expert financial advice and guidance to clients
  • Maintain accurate records of client interactions and transactions

Requirements:

  1. Bachelor's Degree (B) or equivalent
  2. Proven experience in financial planning and wealth management
  3. Strong analytical and problem-solving skills


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