Senior Consultant at Old Mutual

• This role focuses on growing and managing (through own effort or through a team) a portfolio of complex and/or large clients by providing contracted investment consulting services.
• The role requires the incumbent to grow the book of consulting clients, to develop, implement and monitor the investment strategy of existing clients and to ensure alignment to the overall OMCC consulting strategy.
• The role should ensure retention of existing business and optimal growth of existing and new client accounts.
• The role focuses on strengthening Old Mutual Corporates position in the market through an advice led approach.

Responsibilities:

• Ensures strong relationship with trustees/management committees and clients so as to reduce business risk, ensure retention and identify opportunities for new business.  
• Manages and delivers consulting and advise services according to contracted service levels. 
• Responsible for retention and growth of business against targets. 
• Markets new and enhanced investment consulting services to clients. 
• Manages the launch of new clients and exit of discontinued funds. 
• Provides input to Old Mutual Corporate so as to enable product and services to be enhanced and developed. 
• Resolves top-level problems where OMCC Consultant needs assistance and support. 
• Intervenes in and resolves conflict situations. 
• Develops, leads and manages OMCC Consultants and Associate consultants  
• Meets overall OMCC objectives by supporting team members (Principal Consultants, Consultants and Associate Consultants)  
• Manages the expense and income budgets if necessary. and delivers consulting and advise services according to contracted service levels.

Minimum Requirements:

• Relevant Degree or NQF 7 qualification
•  FAIS accredited in the following categories is essential: 1.1, 1.3, 1.4, 1.5, 1.7 and 1.14Categories 1.8-1.13 would be an advantageous
• CFP is preferred
• Minimum 5 years Employee Benefits and/or Investment Consulting or relevant experience
• Minimum of 2 years experience of operating at senior management level

Required competencies:

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