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Senior Wealth Management Advisor

2 weeks ago

Polokwane, Limpopo, South Africa Old Mutual Full time

We are seeking a results-driven Senior Wealth Management Advisor to join our dynamic team at Old Mutual. As a trusted advisor to our high-net-worth clients, you will be responsible for delivering exceptional investment and wealth management services that exceed their expectations.

About the Role:

You will be the primary point of contact for a select group of clients, providing them with expert guidance and support in managing their wealth. Your key focus will be on delivering tailored investment solutions that meet their unique needs and risk tolerance.

About Our Company:

Old Mutual is a leader in the African insurance industry, dedicated to providing innovative solutions that meet the evolving needs of our customers. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction.

Responsibilities:

  • Conduct regular portfolio reviews to optimize investment performance and minimize risk
  • Develop and implement customized investment strategies that align with client goals and risk tolerance
  • Presentation of complex financial data and recommendations to clients in a clear and compelling manner

Requirements:

  • Bachelor's Degree in Finance, Economics, or related field
  • Minimum 5 years' experience in wealth management or investment advisory
  • Strong knowledge of investment products and markets