Strategic Financial Adviser — Grow Client Wealth

Old Mutual Limited; Durban; On-site; ZAR 300,000 - 540,000; Full time

Job summary

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.

Responsibilities

• 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.

Job description

• What Strategic Financial Adviser Grow Client W...

Showing 14 Strategic Financial Adviser Grow Client Wealth jobs in Durban

Our client seeks a proactive and client-focused Financial Advisor to join their thriving Wealth Management division in Durban . You will play a key role in developing personalized financial plans and investment strategies for individuals and families. This position requires a deep understanding of financial markets, investment products, and retirement planning to help clients achieve their long-term financial goals. You will build lasting relationships based on trust and expert advice, contributing significantly to client success and company growth.

Our client seeks a proactive and client-focused Financial Advisor to join their thriving Wealth Management division in Durban . You will play a key role in developing personalized financial plans and investment strategies for individuals and families. This position requires a deep understanding of financial markets, investment products, and retirement planning to help clients achieve their long-term financial goals. You will build lasting relationships based on trust and expert advice, contributing significantly to client success and company growth.

About the Role

Our client seeks a proactive and client-focused Financial Advisor to join their thriving Wealth Management division in Durban . You will play a key role in developing personalized financial plans and investment strategies for individuals and families. This position requires a deep understanding of financial markets, investment products, and retirement planning to help clients achieve their long-term financial goals. You will build lasting relationships based on trust and expert advice, contributing significantly to client success and company growth.

Key Responsibilities

• 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.
• Provide expert advice on a