Chief Financial Strategist

4 weeks ago


Jeffreys Bay, Eastern Cape, South Africa Old Mutual Full time

Unlock Your Potential as a Chief Financial Strategist


Old Mutual is at the forefront of empowering individuals to achieve their financial goals.


We are seeking dynamic and ambitious professionals who have a strong entrepreneurial spirit to join our team.


The role revolves around championing customers' financial aspirations by identifying their needs, providing expert advice, and implementing tailored financial plans and solutions.


About the Role:


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  • Identify customers' financial needs and provide bespoke advice to meet their objectives;">
  • Develop and recommend 'fit for purpose' financial plans and solutions to address customer needs;">
  • Continuously update knowledge on industry trends, products, and services to deliver exceptional customer experiences;">
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Skillset:

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Bachelor's Degree (B) or High School Diploma (Grade 12)

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Salary Range: $60,000 - $80,000 per annum

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This compensation package reflects the company's commitment to attracting and retaining top talent in the industry.



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