Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- The Jhb/CPT based role for a Financial Accountant within the Group Financial Control team responsible for business partnering in OML Group and will report to the Consolidation Reporting Manager.
- The role will also work closely with the Head of Statutory Reporting as well as the various Head of Finance roles within each Business Unit.
The main function of the role is:
- Preparing and/or reviewing specific inputs and outputs of the OMLAC (SA) and/or OML consolidation, in accordance with International Financial Reporting Standards, Group accounting policies, Companies Act and JSE Listings Requirements.
- Interpretation and communication of complex financial issues and concepts to all stakeholders, including senior management.
- Being a subject matter expert on key areas through development of a deep understanding of value drivers, risks and key Audit Committee focus areas.
- Understanding and explaining the internal and external business unit and consolidated Group information, both financial and non-financial
- The role will also manage and/or support other formal internal and external reporting deliverables including the OML financial statements, SENS announcements as well as the preparation of internal documents to support these deliverables.
- The role will also have ad hoc responsibilities with respect to driving/implementing continuous improvements within the Group
Key Result Areas:
Financial Reporting
- Accountable for the deliverables of the segment consolidation, which includes inter alia:
- The statutory OMLAC (SA) and/or OML consolidation supporting monthly reporting and the production of interim and annual financial Accessibility statements and related disclosure supplements of OMLAC (SA) and/or OML.
- Analyze and review the financial performance of the segments forming part of OMLAC(SA) as well as the consolidated Group, preparation of analytical reviews and write commentary as appropriate to assist understanding and insight
- Quarterly consolidation supporting where required
- Identify the need for consolidation journals and correcting entries to segment submissions and the Group consolidation and understand the impact on the Group result
- Preparation and/or review of relevant consolidation journals and consolidation proofs
- Review of business unit submissions, raising and efficient resolution of queries
- Prepare ad hoc information, presentations or reports and provide challenge and explanation to stakeholders where required
- Assist with management of the inter-company matching and eliminations processes
- Manage and maintain Disclosure Management System, the system used for the production of IFRS Financial Statements
- Management and preparation of ancillary information around the interim and year end reporting as appropriate
- Provide guidance to the team and segments on the practical application of technical accounting opinions (e.g. Accounting for business combinations in the Hyperion Financial Management system (HFM) to ensure complete and accurate reporting
- Leading various aspects of the external reporting process for the consolidated OMLAC (SA) and/or OML Group, including analytical review, drafting and completing financial statement disclosure notes, implementation of new accounting standards, and developing efficient data collection mechanisms as appropriate.
- Keeps abreast of current accounting and tax developments Governance & compliance. Integrating accounting, actuarial and tax knowledge in terms of analysis and interpretation of technical issues
- Ensuring compliance with International Financial Reporting Standards, Companies Act, JSE Listings Requirements and Group accounting policies through active engagement with segments, technical accounting, and accounting systems (HFM) teams
- Ensuring HFM structures and Chart of Accounts are accurate by timeously logging amendments as part of the HFM change release cycles
- Pro-actively reviewing and improving the consolidation process, including proposing and testing changes to the consolidation tool (HFM) as required
- Adherence to the financial and internal controls framework for Group Finance
Management effectiveness
- Creating, maintaining and enhancing productive working relationships with segments and the wider IFRS Financial Reporting Team
- Business partnering with segment accounting teams by actively engaging with them in addressing key issues and to provide advice on resolving those issues that may impact the financial results of the Group
- Managing interdependencies and relationships with key stakeholders such as External Reporting, Internal Reporting, Regulatory Reporting, Balance Sheet Management, Group Actuarial, and Tax
- Liaising with auditors, ensuring the timely and accurate proofs, and audit trail for segment consolidation and the OMLAC(SA) and/or OML annual and interim financial statements
- Understanding the interactions of all financial reporting aspects of the Group and use this knowledge to provide advice to stakeholders as required
- Participating and/or lead on other ad hoc projects and activities as appropriate
- Manage and prioritize multiple tasks
Requirements:
- Qualified CA (SA) with approximately 1-4 years post qualification experience
- Thorough understanding of International Financial Reporting Standards, JSE Listings Requirements and the accounting treatment of Insurance Companies with exposure to IFRS 17 would be beneficial
- Must have experience in consolidations and/or financial reporting of a listed multi-national
- Understanding of legal and management consolidation structures with a strong appreciation of need for process disciplines and controls
- Ability to deal with complex technical issues
- Attention to detail
- Strong analytical skills
- Extensive and demonstrable experience with HFM or similar consolidation and reporting software is advantageous
- Flexibility and willingness to work outside strictly defined role and hours when required
- Willing and able to learn fast and assimilate a significant amount of information
- Able to work constructively under pressure and adapt to change
- Team player
- Motivated self-starter with the ability to cut through complex issues, proactive approach to the resolution of problems and obstacles
Competencies
- Strategic
- Leading with Influence
- Collaboration (Relating)
- Customer First
- Execution
- Innovation (Perspective)
- Personal Mastery (Learning)
Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Management Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- Chartered Accountant (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- National Certification (Nat Cert) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role ensures the roll-out of strategy in the regions. Key to the role is the knowledge of Old Mutual’s retail protection offering (mainly Old Mutual Protect, but also Greenlight) and the analysis of competitor product and activity and the positioning of Old Mutual’s profile in the regions. The incumbent is individually accountable for achieving results through own efforts over periods up to 3 months.
Requirements:
- Markets the Old Mutual product set to the distribution channels.
- Keeps abreast of product development issues in the financial services industry.
- Identifies product marketing opportunities.
- Displays knowledge of competitor products and conducts comparative analysis.
- Develops and maintains relationships with distribution channels.
- Initiates, implements and monitors agreed marketing plans within the region.
- Assists Product Management, Product Marketing, Distribution Marketing, Regional Marketing Managers on the roll out of product marketing strategy in the regions.
- Plans and delivers formal presentations to channels, advisors and clients.
- Manages product marketing events, in order to strengthen the Old Mutual profile in regions.
- General: Undertakes the functions of stakeholder communication/engagement, primarily to regional distribution teams, implementation of activation plans, roll-out and implementation of product launches, building of marketing support materials, delivery of training, and input in respect of product proposals, enhancements and tools
Specific:
Product Performance
- Old Mutual Protect sales outcomes, for PF, are the ultimate yardstick of success, with issued sales tracked regularly (at least weekly) and confirmed sales being the key monthly/annual measure
Deep expertise of Old Mutual Protect (OMP) proposition
- Supports other risk specialists and gives input to product management and product development teams with associated competitor, product insight, and marketing-related needs
Stakeholder Management/Engagement
- Collaborates and engages/communicates to ensure agreement /alignment of the annual/quarterly/specific regional Old Mutual Protect product marketing needs, messages and approach with key stakeholders
- Co-creates the protection distribution strategy with the regional provincial general manager, and delivers the elements expected of the regional risk specialist for the respective channel(s)
- 3 year Tertiary Qualification in Engineering, Commerce, Business Actuarial, Marketing or Finance
- A min of 3 years applicable product/business experience
- OR
- Matric with a min of 6 years applicable product/business experience
- Sufficient level of competency in all MS technologies (Excel, PowerPoint, Word, Teams)
- Customer First (Service)
- Execution (Service)
- Innovation (Perspective)
- Leading with Influence
- Personal Mastery (Learning)
- Collaboration (Relating)
- Strategic (Service)
Skills
- Accounting, Action Planning, Adaptive Thinking, Agile Project Management, Brand Development, Budget Management, Commercial Acumen, Customer-Focused, Data Compilation, Evaluating Information, Executing Plans, Market Analysis, Media Management, Public Relations (PR) Management, Target Market Segmentation
Competencies
- Business Insight
- Communicates Effectively
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- RE5 (Advantageous)
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- This position is for a Senior Administrator within the Wealth Service Centre, responsible for the processing of Retirement Fund Administration.
- Complete knowledge of Retirement Fund administration from receipt of the transfer request to the finalization of the transfer.
- This role requires knowledge of all matters regarding the processing of a Retiral transfer (In/Out and Section 14 Transfers, Death Claims.
- The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.
Responsibilities
The role includes the following responsibilities:
- Attending to the below duties in respect of all Retiral transfers received within the Service Centre
- Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
- Ability to understand, interpret & apply various pieces of legislation to sets of facts.
- Probing skills & ability to interrogate information through professional interviews.
- Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
- Sound & defensible reasoning.
- Maintain high level of teamwork to achieve the KPI’s.
Qualifications, Skills and Experience required
- Matric and a minimum of 3 years working experience in the Financial Services Industry.
- Degree is advantageous.
- Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).
- Knowledge and experience of processing Retirement Fund Administration and Death claims.
- Ability to work under pressure, Initiative, Good judgement and problem-solving skills, analytical, good Interpersonal skills and positive attitude, ability to work both independently and within a team context.
- Sound consultation, collaboration & influencing skills.
- Disciplined planning / organizing skills & execution of duties.
- Sharp servicing of all claim stakeholders.
- Excellent verbal & written communication skills in this field.
- Detail focused, thorough, analytical, and diligent.
- Creative critical thinking skills.
- Empathy
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- National Certification (Nat Cert) (Required)
Closing Date
go to method of application »
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
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Job Description
The Team:
- The Retail Protection Delivery Team is responsible for the design, development and maintenance of new and existing retail protection propositions across the lower and middle-to-high income markets in South Africa. Development support is also provided to our Namibian business.
- We are passionate about developing simple, yet innovative propositions that are relevant to our customer’s needs, deliver on its promises and ultimately enable our customers to achieve their financial dreams and goals.
- The Retail Protection Delivery team has an exciting opportunity for an Intermediate Actuarial Specialist. A key focus will be the delivery of major projects and product developments across the South African and Namibian retail market as well as providing ongoing support and product management to Old Mutual’ s retail protection products.
- The role will support the current product ranges as well as any new and innovative propositions for our retail customers. This includes but will not be limited to Life, Disability, Severe Illness and Funeral Cover.
Key Result Areas
- Play a key role in the design and ongoing management of the Retail Protection product range
- Produce and maintain product specification documents related to the above
- Manage risk and competitiveness of protections products
- Provide product support on technical product rules, underwriting and/or claims
- Incorporate regulatory impacts into retail protection products
- Work cross-functionally within an Agile team structure to deliver on pre-defined pieces of work and support the technical actuarial aspects of the delivery of solutions including working with teams to break Features into stories and agreeing acceptance criteria.
- Active involvement in certain team meetings: Feature writing (if required), PI planning, all team meetings such as Daily Stand Ups, Sprint Reviews, Sprint Retrospectives, Sprint Planning and Backlog Refinement.
Requirements: Skills, Qualifications and Experience required
- Actuarial student with a minimum of 9 exam credits and 2 years’ actuarial experience
- Product development experience would be an added advantage
- Business acumen and negotiation skills
- Good interpersonal and communication skills
- Ability to work independently, as well as in a team
- Ability to work on a wide range of deliverables over a given period of time
- Good time management to work towards deadlines
- Please note: the appointments may be made at a lower role size depending on the successful candidates’ experience and exam progress
Competencies
- Strategy
- Innovation
- Leading with Influence
- Collaboration
- Customer First
- Execution
- Personal Mastery
Skills
- Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Numerical Aptitude, Risk Management
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- African Infrastructure Investment Managers (“AIIM”) is one of the pre-eminent private equity infrastructure managers in Africa, having raised over USD4.2bn in capital over the last two decades.
- With 5 offices on the continent, AIIM has invested in more than 21 African countries, representing over 75 investments across the Power, Digital infrastructure, Transportation and Midstream sectors.
- AIIM is a wholly owned subsidiary of Old Mutual Alternative Investments (OMAI), one of the largest private alternative investment managers in Africa, with assets under management of USD7.9 billion. OMAI manages private equity and impact funds as well as infrastructure funds through AIIM.
- Our investment approach goes “Beyond the Obvious” and enables us to uncover opportunities others may overlook. We aim to deliver superior risk-adjusted returns as well as make a positive social impact across Africa.
- AIIM is seeking a talented individual, who is passionate about Africa and its development, to join the business and provide support to the SADC Investment team.
Responsibilities
Financial analysis
- Review and analyse financial statements
- Build, review, run, modify, and interpret financial models, including use of VBA macros
- Perform comprehensive company valuations
- Review and analyse potential financing structures
Investment process and transaction execution:
- Perform risk analysis
- Manage due diligence processes and coordinate transaction advisors
- Support senior team members in the negotiation of transaction and project documents
- Compile bid documents in tender submissions
Investment papers and marketing materials:
- Prepare investment papers
- Company and market research
Asset management:
- Track asset performance against original projections
- Support portfolio companies in value-enhancing initiatives
- Engage with portfolio company management
- Support senior team in deal identification and origination
- Travel for projects and site visits as well as short- to medium-term assignments in AIIM offices across the continent
Experience and Core Competencies Required
- An Honours Financial degree or equivalent
- 0 - 3 years’ experience within an Investment Bank (M&A, corporate finance or project finance), Private Equity or “Big Four” accounting firm
- Strong financial modelling skills
- Financial acumen – the capacity to demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in data
- Ability to apply sound business judgment and an analytical, pragmatic and creative approach to problem solving
- Attention to detail and strong focus of quality of results
- Experience in energy, digital or mobility and logistics infrastructure beneficial but not a requirement
- Desktop research capability
- Technically proficient in Excel, Word, PowerPoint.
- Project/process management
- Ability to plan and prioritise effectively
- Commercial orientation
- Excellent verbal and written communication skills in English
Personality Attributes:
- Excellence orientation (concern for high-quality work) – Follow-through; the motivation to ensure the highest standards of quality and productivity are consistently maintained
- Flexible & dynamic – self-motivated, results driven, ability to deal with change
- Excellent intellectual & conceptual abilities
- Resilient
- Invests high levels of energy in work
- Team player
- Passionate about Africa
Skills
- Financial Acumen, Financial Analysis, Financial Modeling, Investments Analysis, Problem Solving, Written Communication
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
Planning
- Lead solution requirements gathering and ensure alignment with business objectives and constraints.
- Define and refine architecture runways for intentional architecture with the enterprise architect
- Provide input into business cases and costing
- Participate and provide architectural runway requirements into Programme Increment (PI) Planning
Architecture Capability
- Develop and oversee segment architecture views and ensure alignment with enterprise architecture.
- Maintain and oversee the segment and solution artifacts in the set enterprise repository and knowledge portals aligned to the rest of the architecture
- Manage the architecture processes based on the requirements for each architype
- Manage change impact of the architecture with stakeholders
- Develop and participate in the build of the solution architecture practice with embedded architects and engineers including the relevant methods, repository and tools
- Manage the segment and solution architecture considering the business, application, information/data and technology viewpoints
- Establish, enforce and implement standards, guardrails, frameworks, and patterns
Solution Design
- Lead and review conceptual, logical, and detailed designs
- Evaluate and approve solution options and technology selections
- Select appropriate technology, tools and build for the solution
- Oversee and maintain the solution blueprints
- Drive incremental modernisation initiatives in the delivery area
Risk, Governance and Compliance
- Identify, assess, and mitigate risks at a solution architecture level
- Ensure and enforce compliance with policies, standards, and regulations
- Lead architecture reviews and integrate with governance functions
- Integrate with other governance and compliance functions to ensure continuity in managing the investment and risk for the organisation pertaining to the solution architectures
- Establish and provide standards, guidance, and tools to delivery teams.
Implementation Guidance and Collaboration
- Establish and provide solution architecture guidance and tools to delivery teams
- Lead and facilitate collaboration with delivery teams to achieve architecture objectives
- Manage and resolve deviations and ensure up-to-date solution design documentation
- Identify opportunities to optimise delivery of solutions
- Oversee and conduct post-implementation reviews
- Develop code patterns and implementations where required
Communication and Knowledge Sharing
- Communicate the up-to-date views for the architecture
- Communicate and collaborate the relevant standards, practices, guardrails and tools to stakeholders
- Ensure that IT teams are well informed or trained in the respective architecture requirements
- Communicate and collaborate with stakeholders' relevant views on planning, technology assessments, risk, compliance, governance and project assessments
- Drive or participate in the relevant Centres of Excellence (CoEs)
- Communicating technology vision and roadmap aligned to the business strategy
- Participate in the architecture collaboration forums
- Ensure effective participation in the Agile Ceremonies
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric
- Degree or diploma in Information Technology, Computer Science, Engineering OR relevant diploma / degree
- Cloud Certifications (AWS or Azure)
- Financial Services experience in Insurance and/or Banking
- Proficiency with API Management platforms and API gateways
- Experience: Requires a minimum of 7 years in technical/solution design role and a minimum of 10 years’ relevant IT experience
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- TOGAF
- ArchiMate
- Experience with containerization (Docker, Kubernetes)
- Experience with CI/CD pipelines
- Knowledge of GraphQL, gRPC, or other modern API protocols.
- Background in software development (Java, Python, Node.js)
- Background in software development (.Net, Java, Python, Node.js, etc.)
- The key focus for the senior solution architect is to perform planning aligned to business objectives on key solutions and objectives, build and participate the architecture capability building, perform solution architecture and design, manage architecture risk and compliance, provide design and build governance and support and communicate and share knowledge around the architecture practices, guardrails, blueprints and standards related to the solution design.
Skills
- Adaptive Thinking, Apache Kafka, API Platforms, Application Development, Building Architecture, Confidentiality, Database Administration, Database Queries, Data Classification, Data Compilation, Data Compression, Data Encoding, Data Modeling, Data Recovery, Design, Executing Plans, Gateway Servers, IT Architecture, Microservice Framework, Microservices Architecture, Software Development, Solution Architecture, Solutions Design, Teamwork, Test Case Management
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market. Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules.
- Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.
Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Finalises complete loan application telephonically
Compliance
- Adheres to service and quality standards.
Marketing
- Telesales of OMF products to individual clients.
Personal Effectiveness
- Accountable for productivity delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Accountable for individual sales targets, branch operations and service delivery through own efforts
- Makes increased contributions by broadening individual skills.
Minimum Requirements
- Grade 12
- Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
- Client Focus
- Gaining Commitment
- Initiating Action
- Ownership
- Technical Knowledge
Competencies
- Collaboration (Relating)
- Leading with Influence
- Customer First
- Execution
- Strategic
- Innovation (Perspective)
- Personal Mastery (Learning)
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Description
- The AML Analyst at OM Bank is an entry-level role responsible for supporting the bank's compliance with Anti-Money Laundering (AML) regulations.
- The role involves monitoring transactions, conducting investigations on account opening alerts and transactions, and ensuring adherence to AML policies and procedures.
KEY RESULT AREAS
Monitoring and Analysis on account opening and transactions:
- Performing customer reviews on account opening alerts, as well as selected CDD/EDD procedures on a periodic basis; Review and analyse transactional data to detect suspicious activity patterns.
- Investigate potential fraud or money laundering cases flagged by monitoring systems.
- Identify anomalies or trends that may indicate fraudulent activities.
Investigation and Reporting:
- Conduct in-depth investigations of suspicious activities.
- Prepare detailed reports, including but not limited to, Suspicious Activity Reports (SARs) for regulatory submission.
- Document findings and recommendations for remediation actions.
Compliance and Regulatory Adherence:
- Ensure adherence to AML laws, regulations, and internal policies.
- Stay updated on relevant laws, regulations, and industry best practices related to AML and fraud.
- Assist with audits and regulatory examinations.
Risk Mitigation:
- Collaborate with internal teams to design and implement strategies to minimize fraud and money laundering risks.
- Recommend process improvements and controls to enhance the organization’s fraud prevention measures.
Collaboration and Training:
- Work closely with Risk Management, Compliance, Service Operations and fellow FRAML trailblazers to enhance monitoring systems and protocols.
- Provide training to staff on AML and fraud detection techniques.
- Act as a subject matter expert for AML initiatives provide insights to enhance fraud detection strategies and tools
ROLE REQUIREMENTS
Qualifications and Skills:
- Education: Bachelor’s degree in Finance, Accounting, Law, or a related field.
Experience:
- 3+ years’ experience in AML, fraud detection, or a related compliance role.
- Familiarity with financial systems and transactional analysis.
Skills:
- Strong analytical and investigative skills.
- Proficiency in tools such as Excel, and AML software.
- Excellent written and verbal communication.
- Ability to handle sensitive information with discretion.
- Certifications: Preferred certifications include CAMS (Certified Anti-Money Laundering Specialist)
Skills
- Action Planning, Data Controls, Financial Auditing, Information Compilation, Information Management, Numerics, Oral Communications, Planning and organisational skills, Policies & Procedures, Risk Based Approach, Risk Management
Closing Date
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Job Description
The Role:
- This person will report to the Regional Investment Executive, and will be based in Mpumalanga, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution.
Duties and responsibilities include:
- Managing a portfolio of existing independent financial advisors (IFA) practices
- Managing IFA relationships
- Managing all contracted IFA deliveries relevant to each arm of the practice
- Growing the share of wallet with each IFA/practice
- Responsible for the retention of business
- Growing Net Client Cash Flow
Competencies:
- Building Relationships
- Decision making
- Gaining commitment
- Initiating action
- Sales Ability
- Technical Knowledge – investment specialist
- Tenacity
The successful applicant should substantially meet the following requirements:
- Grade 12 (an applicable tertiary qualification will be an added advantage)
- Preferably BComm/CFP
- At least 5 years’ experience working with a top end Investment Practice
- Relevant RE 5 or will be required in the 18 months
- Basic understanding of Risk and Risk Management
- Own transport and valid driver’s license
Skills
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Directs Work
- Ensures Accountability
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Description
- Old Mutual is looking for a Trainee Data Scientist who will assist in designing and implementing scalable and robust data tools supporting the MIS capability. This a fixed term contract opportunity. The incumbent is individually accountable for achieving results through their own efforts with support, coaching and direct supervision. This is a fixed term contract opportunity.
- Assist in designing and implementing scalable and robust processes for ingesting and transforming datasets.
- Assist in the design and implementation of data pipelines from a multitude of sources and support the maintenance thereof.
- Ingest large, complex data sets that meet functional and non-functional requirements.
- Enable the business to solve the problem of working with large volumes of data in diverse formats, and in doing so, enable innovative solutions.
- Build bulk and delta data lift patterns for optimal extraction, transformation, and loading of data.
- Supports the organisation’s cloud strategy and alignment to data architecture and governance.
- Engineer data in the appropriate formats for downstream customers, risk and product analytics or enterprise applications.
- Assist in identifying, designing, and implementing robust process improvement activities to drive efficiency and automation for greater scalability. This includes looking at new solutions and new ways of working and being on the forefront of emerging technologies.
- Work with various stakeholders across the organisation to understand data requirements and apply technical knowledge of data management to solve key business problems.
- Provide support in the operational environment with all relevant support teams for data services.
- Create and maintain functional requirements and system specifications in support of data architecture and detailed design specifications for current and future designs.
- Support test and deployment of new services and features.
- Build Dashboards to track key matrices.
- Conduct Ad Hoc Analysis when requested.
ROLE & QUALIFICATIONS REQUIREMENTS
- Matric
- Currently completing 3rd or 4th year tertiary studies in Bcom, BSC or BBusSci in Information Systems, Computer Science, or Information Technology.
- Knowledge of data warehouse technical architectures, ETL/ELT, and reporting/analytics tools including , but not limited to , any of the following combinations (1) SSIS and SSRS, (2) SAS ETL Framework, (3) SAP ETL Framework, (4) MongoDB ETL deployments, (5) Apache Spark and Apache Hive deployments will be beneficial.
- DBA ability and knowledge across at least 2 platforms (example: TSQL, SAS, PSQL, IBM VSAM and DB2 etc.) will also be beneficial.
- Some experience with the Python programming language or any other similar functional language.
- Some experience with designing and implementing Cloud (AWS) solutions including use of APIs available.
- Some experience with Dev/OPS architecture, implementation and operation would be advantageous.
- Knowledge of Engineering and Operational Excellence using standard methodologies. Best practices in software engineering, data management, data storage, data computing and distributed systems to solve business problems with data.
- Good problem-solving skills: The ability to exercise judgment in solving technical, operational, and organizational challenges, to identify issues proactively, to present solutions and options leading to resolution
- Good programming, performance tuning and troubleshooting skills, using the latest popular programming languages such as python, scala, java and suite of Microsoft languages C# and F# preferable.
Skills
- Action Planning, Application Development, Business Requirements Analysis, Computer Literacy, Data Compilation, Data Controls, Data Management, Data Modeling, Executing Plans, Gaps Analysis, IT Network Security, Management Reporting, Market Analysis, Policies & Procedures, User Requirements Documentation
Competencies
- Action Oriented
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives Engagement
- Drives Results
- Manages Ambiguity
- Manages Complexity
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
- Accountability, Financial Education, Lending Products, Meeting Goals, Sales, Sales Objectives
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
- Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- The Infrastructure Lead is responsible for the design, implementation, maintenance, and continuous improvement of the organisation’s IT infrastructure. This includes on-premises and cloud environments, servers (Windows & Linux), storage (SAN), networking (firewalls, switches, load balancers), virtualization (VMware vSphere), backups, disaster recovery, and supporting the migration to Azure.
- The role also involves leading a team, collaborating with stakeholders, and ensuring high availability, security, and performance of all infrastructure components.
Infrastructure Management:
- Oversee and maintain Windows and Linux server ecosystems.
- Manage and optimize VMware vSphere/ESXi environments, including patching, upgrades, troubleshooting, and performance monitoring.
- Administer SAN storage, ensuring optimal performance, capacity planning, and data integrity.
- Maintain and support network infrastructure: firewalls switches, load balancers, and routing
- Oversee backup and disaster recovery strategies, ensuring regular testing and compliance.
- Ensure all systems are compliant with security standards and best practices.
- Develop, maintain, and enhance PowerShell scripts to automate routine tasks, improve efficiency, and support infrastructure management.
Cloud & Modern Platforms:
- Manage and optimize Azure cloud resources; support and drive migration initiatives to Azure.
- Support hybrid cloud networking (e.g., IPSEC tunnels, on-prem AD integration, blob storage).
- Support and maintain Kubernetes and API Manager environments
- Implement and support DevOps practices and automation
Networking & Security:
- Collaborate with the security team for configuration and troubleshooting
- Document and maintain firewall rules, network diagrams, and security controls.
- Ensure robust cybersecurity controls and participate in vulnerability management and remediation.
Collaboration & Leadership:
- Lead and mentor the infrastructure team, fostering a culture of continuous improvement and knowledge sharing.
- Work closely with development, business, and IT teams to analyze requirements and deliver solutions.
- Provide expert technical guidance and input on system architecture, integration, and best practices.
- Participate in architectural design, documentation, and consulting.
Operational Excellence:
- Ensure high availability and reliability of core services.
- Monitor and report on infrastructure health, usage, and performance.
- Document and execute monthly reporting processes.
- Participate in after-hours support and emergency response as needed.
- Maintain and improve technical documentation and standard operating procedures.
Required Experience & Skills:
- Experience: 10+ years in IT infrastructure roles with proven leadership experience.
Technical:
- Deep expertise in Windows & Linux server administration.
- Strong VMware vSphere/ESXi management.
- SAN storage and backup solutions
- Advanced Active Directory (on-prem & Azure AD), Exchange (2019 & O365), DNS, IIS.
- Cloud platforms: Azure (required), AWS (advantageous).
- Networking: firewalls (Fortinet), switches, load balancers, MPLS/IP routing.
- Scripting: PowerShell (required), other automation tools (advantageous).
- Security: certificate management, vulnerability management, cybersecurity best practices.
- API/Integration concepts, Kubernetes, DevOps (advantageous).
Soft Skills:
- Strong problem-solving, analytical, and critical thinking skills.
- Excellent communication (oral & written) and interpersonal skills.
- Ability to work under pressure, prioritize, and deliver quality results.
- Proactive, self-motivated, and collaborative team player.
- Strong organizational and time management skills.
- Customer-focused and adaptable to changing priorities.
Skills
- Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies & Procedures, Test Case Management
Competencies
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Executive Leadership, Financial Acumen, Management Reporting, Microsoft Office, Numerical Aptitude, Office Administration, Oral Communications, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
Method of Application
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