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Investment Portfolio Manager

1 week ago

Bloemfontein, Orange Free State, South Africa Old Mutual South Africa Full time

**Career Opportunities**

As a Financial Advisor at Old Mutual South Africa, you will have the opportunity to develop your skills and expertise, working with a talented team of professionals who share your passion for delivering exceptional results.

This role offers a unique chance to make a meaningful impact in the lives of our customers, while also advancing your own career goals.

**Responsibilities**

  • Develop and implement comprehensive financial plans that cater to the diverse needs of our clients.
  • Analyze financial data and provide expert advice on investment strategies, retirement planning, and wealth management.
  • Foster strong relationships with clients, ensuring that they receive timely and personalized support throughout their financial journey.

**Requirements**

  • Demonstrated expertise in financial planning, retirement planning, and investments.
  • Strong analytical and problem-solving skills, with the ability to communicate complex concepts to clients in a clear and concise manner.
  • Relevant certifications such as CFP or CFA, with a strong understanding of industry trends and best practices.
  • Excellent interpersonal and communication skills, with the ability to work effectively in a team environment.