Careers at Old Mutual – Investment Specialist

Website Old Mutual

Job Description:

Join this exciting, dynamic and fast paced investment servicing team in Old Mutual Corporate and be responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in our middle management category

Job Responsibilities:

  • Address all client Investment queries within SLA requirements
  • Provide investment report backs to boards of Trustees, Manco’s, Employers and Intermediaries
  • Manages a portfolio of existing large Corporate clients
  • Manages various levels of client relationships
  • Markets new and enhanced products to clients
  • Develop proactive retention strategies for key clients
  • Provide alternative solutions with dissatisfaction of current products
  • Responsible for retention of assets for existing clients
  • Reduce levels of risk by proactively addressing areas of concern
  • Collaborates effectively with internal stakeholders and third parties as determined by client needs to achieve retention results
  • Manages all contracted client deliverables
  • Where possible, grows the share of wallet per client

Job Requirements:

  • Resilience & problem solving
  • Relationship building & networking skills required
  • Financial services experience preferred
  • Proactivity, accountability
  • Computer literacy with strong PowerPoint and Excel skills
  • Stakeholder management, excellent communication skills
  • Attention to detail

Qualification & Experience:

  • 3-5 years’ experience in investments
  • Experience in managing large clients
  • Excellent presentation skills
  • Matric
  • Relevant business or financial degree

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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