Job Opportunities at Old Mutual South Africa

Job Description

• Responsible for supporting and promoting Old Mutual Investment Group funds in the retail investment market.

Key Result Areas

• Acts as regional technical specialist for all queries related to Old Mutual Investment Group funds via the PF channels (BD, AFD & PFA).
• Assist planners to choose most appropriate funds to meet their clients' investment objectives.
• Work closely with distribution channels to strengthen the Old Mutual Investment Group brand amongst planners and clients.
• Identify opportunities to promote and utilize Old Mutual Investment Group funds.
• Work closely with fund managers to understand fund positioning and interpret this in market-appropriate manner
• Assists the distribution channels (tied and independent) in strengthening the OMIG brand amongst targeted brokers and potential clients.
• Assists with the development of sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and sales abilities.
• Partners the Internal distribution channels (tied and independent) to identifying opportunities with planners to utilize OM products and services.
• Partners the Internal distribution channels (tied and independent) in retaining existing business.
• Work alongside the Wealth distribution team to ensure we get to the correct planners across the distribution channels.

Requirements: Skills, Qualifications and Experience required

• BComm or equivalent
• 3-5 years of experience within Asset Management
• CFP advantageous

Competencies

• Collaboration (Relating)
• Customer First
• Execution
• Innovation (Perspective)
• Leading with Influence
• Personal Mastery (Learning)
• Strategic