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Role Purpose:

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

KRA's

• Supports OMCC Consultant to deliver all contracted client deliveries.
• Provides investment and general consulting services to a portfolio of small clients.
• Develops and implements strategy for the portfolio of small clients.
• 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, meeting pack and investment reports for meetings.  
• Ensures that team is equipped with necessary documentation to proceed with meetings including printing and binding of necessary documentation.
• Attends meetings with/without OMCC Consultant.
• Takes minutes at meetings and produces the minutes after meetings.
• Co-ordinates and manages action items resultant from meetings.
• Presents investment report backs to clients.
• 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 requirements:

• Relevant NQF Level 5 or FSCA approved degree /equivalent qualification
• RE 5 is essential.
• Minimum of  2 years Employee Benefit /investment experience.

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.