Durban Wealth Planning Advisor — Client-Focused

Old Mutual Limited; Durban; Presencial; ZAR 300.000 - 540.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Durban seeks a proactive Financial Advisor to join its Wealth Management division. You will develop personalized financial plans and investment strategies for individuals and families, building lasting relationships based on trust and expert advice.

The role requires a solid understanding of financial markets, investment products, retirement planning, and client-focused service to help clients achieve long-term financial goals and contribute to company growth.

Responsabilidades

• Conduct comprehensive financial needs analyses with clients to understand their goals, risk tolerance, and financial situation.
• Develop and present customized financial plans covering investments, retirement, insurance, and estate planning.

Descripción del empleo

Old Mutual Limited in Durban seeks a proactive Financial Advisor to join its Wealth Management division. You will develop personalized financial plans and investment strategies for individuals and families, building lasting relationships based on trust and expert advice.

The role requires a solid understanding of financial markets, investment products, retirement planning, and client-focused service to help clients achieve long-term financial goals and contribute to company growth.