Careers at Old Mutual – Investment Specialist

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

Apply Here

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