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Personal Finance Advisor

1 week ago

Johannesburg, Gauteng, South Africa Old Mutual Limited Full time

Are you passionate about helping others achieve their financial goals? Do you have a strong understanding of financial planning and management? If so, we want to hear from you As a Personal Finance Advisor at Old Mutual Limited, you will play a key role in championing valued customers to achieve their lifetime goals.

The ideal candidate will have a Bachelor's Degree (B) or High School Diploma (Grade 12), and possess competencies such as Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Decision Quality, and Ensures Accountability.

This is an exciting opportunity to work with a diverse talent pool, be part of a firm that believes in the African opportunity, and contribute to writing Africa's story together. Benefits of this role include the chance to develop your skills and expertise, work in a dynamic environment, and make a meaningful impact on customers' lives.

Duties and Responsibilities:
  1. Assess customer financial needs and provide tailored advice
  2. Develop and implement comprehensive financial plans and solutions
  3. Build and maintain strong relationships with customers and stakeholders