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Personal Finance Solutions Expert

1 week ago

Randburg, Gauteng, South Africa Old Mutual South Africa Full time

We are seeking an experienced personal finance solutions expert to join our team at Old Mutual South Africa. In this key role, you will be responsible for providing expert advice and guidance to help individuals achieve their financial objectives and secure their financial futures.

About the Role:

As a trusted advisor, you will work closely with clients to understand their financial aspirations, identify areas for improvement, and develop customized solutions that address their unique needs. With a strong focus on professionalism, integrity, and customer-centric approach, this role demands utmost dedication and commitment to excellence.

Key Responsibilities:
  • Deliver exceptional customer experiences through personalized financial guidance and support.
  • Develop and implement tailored financial plans that cater to the unique needs and goals of each client.
  • Stay up-to-date with industry trends, regulatory changes, and product developments to maintain expertise and provide cutting-edge advice.
  • Collaborate with cross-functional teams to ensure seamless delivery of services and exceptional customer experiences.
Requirements:

To succeed in this challenging yet rewarding role, you will require a bachelor's degree in finance or a related field, combined with 3+ years of experience in financial services. Excellent communication, problem-solving, and analytical skills are essential, along with a proven track record of delivering results-driven solutions.