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

This role is responsible for managing a portfolio of existing clients with a view to retaining and growing the business and is individually accountable for achieving results through own efforts, over periods of 3 months to a year.

Manages a portfolio of existing large Corporate clients

Responsible for retention of assets for existing clients

Manages all contracted client deliverables

Manages various levels of client relationships

Develop proactive retention strategies for key clients

Provide investment report backs to boards of Trustees, Manco’s, Employers and Intermediaries

Address all client Investment queries within SLA requirements

Reduce levels of risk by proactively addressing areas of concern

Provide alternative solutions with dissatisfaction of current products

Collaborates effectively with internal stakeholders and third parties as determined by client needs to achieve retention results

Where possible, grows the share of wallet per client

Markets new and enhanced products to clients

Skills, Qualifications and Experience required:

Matric and relevant business or financial degree

3-5 years’ experience in investments

Experience in managing large clients

Excellent presentation skills, communication skills and stakeholder management experience.

Skills

Investments, Stakeholder Management, Strong Communication & Presentation skills

Education

Bachelors Degree (B) (Required)

Closing Date

30 September 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!