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 Vacancieshut.com
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