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Professional Financial Guidance Specialist

1 week ago

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

In this dynamic role, you will play a critical part in shaping the financial futures of our customers. As a seasoned financial advisor, you will leverage your expertise to deliver actionable advice and guidance that empowers individuals to achieve their long-term goals.

About the Role:

As a trusted financial consultant, you will be responsible for building and maintaining strong relationships with clients, understanding their financial aspirations and challenges, and developing customized solutions that address their unique needs.

Key Accountabilities:
  • Foster deep relationships with clients through empathetic listening, proactive communication, and responsive support.
  • Analyze complex financial data to identify areas of improvement and develop targeted strategies for growth and optimization.
  • Collaborate with cross-functional teams to ensure seamless delivery of services and exceptional customer experiences.
  • Stay up-to-date with industry trends, regulatory changes, and product developments to maintain expertise and provide cutting-edge advice.
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.