Career Opportunities in Financial Services

5 days ago


Rustenburg, North-West, South Africa Old Mutual South Africa Full time

Old Mutual South Africa

We are committed to helping our customers achieve their lifetime goals by identifying their financial needs and providing sound financial advice.

Job Description

This role is about championing valued customers, identifying financial needs, and recommending tailored financial plans and solutions. The ideal candidate will be self-motivated, dynamic, and have a passionate entrepreneurial spirit.

Main Responsibilities

  1. Identify customer financial needs and provide expert advice on financial plans and solutions.
  2. Recommend and implement tailored financial plans that meet customer objectives.
  3. Maintain strong relationships with customers and stakeholders to deliver exceptional service.
  4. Stay up-to-date with industry trends and regulatory requirements to ensure compliance.
Skills and Competencies

To succeed in this role, you will need:

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
Education

The minimum educational requirement for this role is a Bachelors Degree (B) or High School (Grade 12).

Closing Date

Please note that the closing date for applications is not specified.

Old Mutual South Africa is an equal opportunities employer and is committed to employment equity.



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