PERSONAL FINANCIAL ADVISOR wanted at Old Mutual Namibia 886 views

Minimum requirements:

• Namibian citizenship;
• Grade 12 with a minimum of 21 points or a relevant qualification;
• Relevant tertiary qualification in business or commercial fields;
• Valid driver’s license and own reliable transport;
• Sales experience will be an advantage;
• Ability to leverage existing high net worth networks
• Above average numerical ability and the ability to present solutions to clients;
• Computer literacy;
• No criminal record;
• Willingness to work for commission;
• Well presented with a high degree of professionalism.

Job description:

• Assists clients in achieving their financial goals by providing financial advice and relevant solutions to individual, corporate and institutional clients;
• Offers advice in adherence to the customer value proposition and compliance framework;
• Develops, tracks and reviews business plan to meet individual performance targets;
• Prospects in allocated markets;
• Offers specific range of products.
• Manage a portfolio of existing clients;
• Manage client product holding across a portfolio of Old Mutual solutions;
• Retain existing business,
• Build and manage exceptional client relationships.

Closing Date 17 July 2020

Applications to be submitted at https://careers.oldmutual.com.na