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Investment Portfolio Manager

2 weeks ago

Durban, KwaZulu-Natal, South Africa Old Mutual Full time

About Us

At Old Mutual, we are committed to empowering our customers to achieve their lifetime goals. Our team of Financial Advisors plays a critical role in this mission.

The ideal candidate will have a strong entrepreneurial spirit, be self-motivated, and possess excellent communication skills.

The key responsibilities of this role include:

Key Responsibilities
  1. Identify customers' financial needs and provide sound advice on investment opportunities.
  2. Develop and implement effective financial plans that cater to customers' needs.
  3. Maintain strong relationships with customers through regular updates and reviews.

Benefits

We offer a competitive salary package, a dynamic work environment, and opportunities for growth and development. Our team is diverse and inclusive, and we value creativity and innovation.

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