Wealth Management Expert

5 days ago


Newcastle, KwaZulu-Natal, South Africa Old Mutual Group Full time

Wealth Creation Expert

We are seeking an experienced and skilled individual to join our team as an Established Financial Advisor. The successful candidate will be responsible for creating and implementing comprehensive financial plans that meet the needs of our clients.

This role requires strong analytical and problem-solving skills, as well as the ability to work collaboratively with clients and colleagues.

Key Performance Indicators
  1. Client acquisition and retention rates
  2. Revenue growth and profitability
  3. Client satisfaction and feedback
Required Skills and Qualifications
  1. Higher education qualification in finance or related field
  2. Proven experience in sales and account management
  3. Strong knowledge of financial products and services
Why Join Us

Opportunity to work with a leading insurer and investment manager in Africa

Competitive salary and benefits package

Professional development and career advancement opportunities



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