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Financial Services Specialist

2 weeks ago

Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

About the Job

This is a challenging and rewarding opportunity for a highly skilled Senior Investment Advisor to join our team in the Port Elizabeth Metropolitan Area. As a key member of our team, you will be responsible for delivering exceptional financial planning and advisory services to our clients.

Key Responsibilities

  • Provide expert financial planning and advisory services to clients
  • Assist clients with complex retirement planning and investment portfolio management
  • Develop and maintain relationships with clients and stakeholders
  • Stay up-to-date with industry trends and regulatory requirements
  • Collaborate with cross-functional teams to deliver exceptional client experiences

Requirements

  • Experience in Financial Planning and Financial Advisory services
  • Knowledge of Finance and Investments
  • Proficiency in Retirement Planning
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a team
  • Relevant financial services certifications and a Bachelor's degree in Finance, Economics, or a related field
  • Previous experience in the financial services industry is a plus