Latest Recruitment at Old Mutual South Africa

Job Description

This role focuses on managing a portfolio of complex and/or large existing clients by providing contracted employee benefit consulting, investment consulting, and other consulting services. The role requires the incumbent to develop, implement and monitor the consulting strategy for clients and to ensure alignment to the overall OMCC consulting strategy. The role should ensure retention of existing business and optimal growth of consulting clients. The role focuses on strengthening OM Corporates Consultant’s position in the market through an advice led approach.

• Owns a portfolio of profitable employee benefits consulting clients
• 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 advisory services according to
• contracted service levels
• Provides general, secretarial, benefit, actuarial, communication, investment consulting, risk benefit and legal consulting services to existing clients
• Responsible for retention and growth of business against targets
• Markets new and enhanced products and services to clients
• Manages the launch of new clients and exit of discontinued funds
• Provides input to OM 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 a team of OMCC Consultant and/or Associate consultants
• Meets overall OMCC objectives by supporting team members (Principal Consultants, Consultants and Associate Consultants)
• Manages the expense and income budgets of portfolios.

Job Requirements

• Post Graduate Qualification
• 8+ years in Retirement Fund Industry
• 5+ years at management level
• RE5
• Excellent presentation & written skills
• Stakeholder management & relationship building at various levels