Lets Write Africa's Story Together!

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

Job Description

 JOB SUMMARY

The incumbent will be responsible for identifying, developing and sourcing new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Old Mutual ecosystem and foster greater collaboration within the group to ensure business goals are met and will be responsible for achieving results through efforts of others and their self over periods of up to 1 year.

 KEY TASKS AND RESPONSIBILITIES

Responsible for the identification and qualification of opportunities to maximise revenue.Participate in Private Wealth Management Value Proposition and product designs.Compiles customer value proposition as well as business entry into identified opportunities.Ensures integration of new business opportunities with existing initiatives within the business.Identify investment needs of targeted clients and offer them the appropriate investment solutions and products that meet their various needs.Manage and grow existing client relationships and portfolio through regular meetings, updates, reviews, query, and complaints resolution with each client the portfolio.Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for Old Mutual Investment Group growth.Act as the key contact point and coordinator for all client advice as well as the interface between the client and the Old Mutual Investment Group.Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating processes and ensure the portfolio meets the required risk management standards.Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints.Provide accurate and timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required.Act as focal point for clients dealing with day-to-day administration across the range of services and productsIndividually accountable for self and other's time, tasks and output qualityMaintain an awareness of new trends and developments in marketing and company products by provision of ongoing group and individual training for staff regarding presentation skills, product knowledge and best practices and procedures.Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.Maintain timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Generate innovative ideas to increase web traffic; stay abreast of relevant and ground-breaking technologies.Collaborate with internal client service and sales teams to use digital platform.Work closely with digital experience teams to optimize the tech platform.

SKILLS AND COMPETENCIES

Ability to deliver results when objectives are setExcellent relationship management skillsHigh level of initiative and self-motivationStrong working knowledge of MS Office suite of programsTask and time management proficiencyAbility to work independently while demonstrating excellent team working skillsGood communications skillsResilience to cope with pressure of working in a fast paced, dynamic and rapidly changing customer expectations environment

KNOWLEDGE & EXPERIENCE

Technical Knowledge5 years’ experience in the financial services Preferably Banking or Asset ManagementAt least 2 years Experience Managing a Portfolio of High Net worth Clients

QUALIFICATIONS

Relevant degree in Business related fieldExperience in Fund Management will be an added advantage.CISI Certification will be an added advantage.

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve large-sized sales targets.

ResponsibilitiesData Collection and Analysis

Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.

Document Preparation

Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.

Insights and Reporting

Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.

Customer Relationship Management / Account Management

Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Financial Advice

Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.

Sales

Sell standard products and services to customers and/or supervise a team of sales advisers.

Operational Compliance

Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.

Personal Capability Building

Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Skills

Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work Processes

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

15 May 2025 , 23:59

The Old Mutual Story!