Associate Consultant - Sandton Office at Old Mutual

This role provides service support, and consulting/investment support to a portfolio of existing clients. The incumbent is individually accountable for achieving results through own efforts.

Responsibilities:

• Supports OMCC Consultant to deliver all contracted client deliveries.
• Provides OMCC consultant with input to client strategy
• Supports OMCC consultant to deliver on the client strategy.
• Supports retention of existing business by ensuring services are met to the required agreed standards (SLA).
• Supports the new business take on function.
• Builds, enhances and manages client relationships through service delivery.
• Prepares the agenda and meeting pack for meetings
• Prepares investment/consulting reports/reviews for OMCC Consultant.
• Ensures that team is equipped with necessary documentation to proceed with meetings including printing and binding of necessary documentation.
•  Attends meetings with OMCC Consultant.
• Takes minutes at meetings and produces the minutes after meetings.
• Co-ordinates and manages action items resultant from meetings.
•  Liaises with and negotiates deadlines with relevant parties.
•  Provides support to OMCC consultant/s including arranging and managing meetings and functions, receiving and handling calls, preparing presentations and other tasks.

Minimum qualification(s) required:

• B degree or equivalent FSCA approved NQF 5 qualification
• RE5 examination is strongly preferred
• Minimum of 2 years Employee Benefits / Investment experience is strongly preferred

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