Finance & Accounting role at Objectway supporting daily operations within corporate finance team in Milan. Engaging in various financial activities with growing autonomy in a dynamic environment.
About the role
- Financial Adviser at Old Mutual South Africa advising clients on tailored financial solutions. Building client relationships and analyzing financials to meet diverse needs.
Responsibilities
- Advise clients on financial products
- Develop and maintain client relationships
- Analyze clients' financials and identify needs
- Provide tailored financial solutions
Requirements
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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