Let's Write Africa's Story Together!

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

Job Description

The successful incumbent will form part of OMIG's Retail Client Management team, and will be responsible for supporting and promoting Old Mutual Investment Group funds in the retail investment market.

Key Result Areas

Acts as regional technical specialist for all queries related to Old Mutual Investment Group funds via the PF channels (BD, AFD & PFA) and all external planners via LISPs and DFMs.Assist planners, internal investment specialists and LISP BDMs to choose most appropriate funds to meet their clients' investment objectives.Work closely with all distribution channels to strengthen the Old Mutual Investment Group brand amongst planners and clients.Identify opportunities to promote and utilize Old Mutual Investment Group funds.Work closely with fund managers to understand fund positioning and interpret this in a market-appropriate mannerAssists the distribution channels (tied and independent) in strengthening the OMIG brand amongst targeted planners and potential clients.Assists with the development of sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and sales abilities.Partner with Internal distribution channels (tied and independent) to identifying synergistic opportunities with planners to utilize OM products and services.Partner with Internal distribution channels (tied and independent) in retaining existing business.Work alongside the Wealth distribution team to ensure we get to the correct planners across the distribution channels.Maintain accurate and up to date client/planner, and activity data on CRM system.Strategic utilisation of client and planner data to plan efficient client and planner engagements that drives new business into OMIG funds and retain existing business in OMIG funds.

Requirements: Skills, Qualifications and Experience required

BComm or equivalent3-5 years of experience within Asset ManagementProven track record in marketing funds or similar relevant experienceCFP advantageousExperience in CRM system utilisation advantageous

Competencies

Customer FirstCollaboration (Solid relationship builder)Ability to function in Team environment (knowledge sharing, execution that supports team goals)ExecutionInnovation (Perspective)Leading with InfluencePersonal Mastery (Continuous Learning)Strategic thinking, planningTechnical knowledge (markets, funds, investment industry)Attention to detail and how it relates the bigger pictureAbility to work independently (self-starter and self-motivator)NetworkingPresentation and meeting facilitation

Skills

Education

Closing Date

28 June 2024

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!