Financial Services Specialist

2 days ago


Butterworth, Penang, Malaysia Old Mutual Group Full time
Wealth Management Specialist

Old Mutual Group is a leading provider of wealth management solutions. We are seeking a highly skilled and experienced financial advisor to join our team and help us deliver exceptional client experiences.

In this role, you will be responsible for:

  • Assessing clients' financial situations and developing personalized plans to meet their goals
  • Providing ongoing support and guidance to ensure clients remain on track to achieving their objectives
  • Staying up-to-date with market trends and regulatory requirements to ensure clients receive the best possible advice

To succeed in this role, you will need to possess excellent analytical and problem-solving skills, as well as the ability to communicate complex financial concepts in a clear and concise manner.

Core Competencies

Analysis, Communication, Decision-Making, Interpersonal Skills, Problem-Solving, Time Management

Qualifications

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Why Join Us

At Old Mutual Group, we value diversity and inclusion, and strive to create a workplace culture that is inclusive and supportive of all employees.



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