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Wealth Management Advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual Full time
Fundamental Principles of Wealth Creation

We are seeking a forward-thinking and enthusiastic individual to become a part of our team as a Financial Advisor. This role requires someone who is passionate about helping individuals create lasting wealth and secure their financial futures.

Main Job Functions:

  • Collaborate with clients to identify and understand their financial objectives and develop strategies to achieve them.
  • Provide insightful advice on investment options, risk management, and financial planning to help clients navigate the complexities of the financial landscape.
  • Maintain accurate records of client interactions, transactions, and progress toward their financial goals.

Essential Competencies:

  • A high school diploma (grade 12) is mandatory.
  • A bachelor's degree in finance, accounting, or a related field is beneficial but not essential.
  • Strong organizational and time management skills are crucial for juggling multiple responsibilities and deadlines.