Advancing Financial Adviser

Mutual Fund

Vanderbijlpark, South Africa
Customer service activities
Compliance with standards
Customer relationship management
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this

Job Summary

  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
  • The role involves carrying out standard customer service activities, assessing compliance, and developing customer relationships through calls and interviews.
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Matching Summary

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills & Requirements

Must-have

  • Customer service activities
  • Compliance with standards
  • Customer relationship management
  • Sales opportunities identification
  • Operational compliance procedures
  • Business development support

Nice-to-have

  • Consultative selling
  • Strategic selling
  • Networking participation
  • Interpersonal savvy
  • Customer-focused approach

Key Requirements

  • NQF Level 5 or equivalent
  • Employment Equity designated group

Work Rights

Not specified

Tailored Resume

Cover Letter