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Client-Centric Financial Adviser Relationships

Job in Durban, 3611, South Africa
Listing for: Old Mutual Limited
Full Time position
Listed on 2026-09-07
Job specializations:
  • Customer Service/HelpDesk
    CRM Systems & Management, Customer Service Rep
Job Description & How to Apply Below
Position: Client-Centric Financial Adviser — Growth & Relationships

Old Mutual Limited in Durban seeks a customer-focused professional to handle inquiries, interview customers to clarify needs, and support business development. You will maintain CRM data, follow procedures to meet standards, and identify sales opportunities while building lasting relationships.

The role emphasizes proactive outreach, data accuracy, and compliant operations within a dynamic customer service environment.

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