Career in Wealth Management

4 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full time
Old Mutual Group Job Description

Job Title: Aspiring Financial Advisor

We are seeking a dynamic individual to join our team as an Aspiring Financial Advisor.

The successful candidate will be responsible for identifying customers' financial needs, providing sound advice, and recommending suitable plans and solutions.

Key Responsibilities
  • IDentify customers' financial needs and provide tailored solutions.
  • Develop and implement fit-for-purpose plans and solutions.
  • Establish and maintain strong relationships with customers.
  • Collect and act on customer feedback to improve products and services.
Requirements

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

Action Oriented: Taking initiative to achieve goals and objectives.

Balances Stakeholders: Managing competing interests and priorities.

Builds Networks: Establishing relationships with internal and external stakeholders.



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