Current Openings at Old Mutual

• 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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

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Job Description

• 2-5 years' experience in a similar role.
• RE 5 is advantageous
• This role takes accountability for maintaining the area branch operations of a comparatively large area in terms of manpower plan, growth and quality targets, cost management, arrears managements, client service, compliance and audit requirements.
• Develops a team of Branch Managers to peak performance.
• Ensures that area sales targets and arrears targets are consistently achieved..
• Maintains the area branch operations of a comparatively large area in terms of manpower plan, growth and quality targets, cost management, arrears managements, client service, compliance and audit requirements.
• Involved in the Recruitment and Selection of Branch Managers

Skills

• Cost Management, Excellent organizational, planning and prioritizing skills, Leadership, People Management, Sales and Operations Planning (S&OP), Stakeholder Management

Competencies

• Builds Effective Teams
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

• Matriculation Certificate (Matric)  (Required)

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Job Description

• At Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a culture of integrity and accountability, where people are empowered to take full ownership for driving and delivering the outcomes required of their roles to meet our business objectives.
• If you aspire to work in a high performance, entrepreneurial and fast-growing wealth, and investment management business, then we have an exciting opportunity for you.

Key responsibilities will include amongst others the following:

Role Details:

• Accountable for execution of tactical business plans (derived from BU
• Strategy) at operational level.
• Owns operational efficiency and quality, including an operations balanced
• scorecard incorporating finance, people, process, regulatory, legal, compliance,
• risk and customer dimensions of the business.
• Integrates decision making across all of these spectrums.
• Manages SLA’s and IMA’s with stakeholders locally and internationally.
• Manage internal stakeholders i.e., operations, finance, governance and the
• Manco Board.
• Manage internal projects impacting on business deliverables.
• Provides operational and best practice context for internal environment.
• Builds relationships with peers and/or colleagues, that impact across
• business areas.
• Responsible for clear and effective communication to team and business.
• Provides technical consulting services where required.
• Accountable for ensuring the Manco and its associated parties, adhere to applicable Unit Trust legislation and regulation.
• Building Relationships
• Builds relationships with external stakeholders, peers and/or colleagues that impact across business areas.
• Consulting
• Provides technical and solutions advice.
• Governance & Compliance
• Accountable for governance and compliance at an operational level.
• Management Effectiveness
• Drives operational excellence through area of supervision.
• Holds service providers, Investment Managers and administrators, accountable to the applicable legislation
• Provides operational and best practice context for internal environment.
• Operational Efficiency
• Accountable for execution of tactical business plans at operational level.
• Ensures the effectiveness and appropriateness of operational processes.
• Owns operational efficiency and quality, including an operations balanced scorecard incorporating finance, people, process, legal, compliance, risk, and customer dimensions of the business.
• Technical Consultation
• Provides consultancy services where required.
• Vendor & Contract Management
• Manages the relationship between service providers and Old Mutual, including negotiations, contracts, IMA’s, service and support (SLAs).

Qualification and Experience

• Relevant Tertiary qualification
• 5 years relevant experience – asset fund administration, background in Collective Investment Schemes and operational experience in financial services
• Provide resolution support to operational specialist support staff to assist in making judgment calls where risk assessment of situations is necessary.

Responsibilities

• Solutions Analysis
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Knowledge Management
• Implement policies and processes, collect best practices, write case studies, and deliver internal knowledge-sharing sessions to capture and share knowledge among colleagues on project/program outcomes and innovative practices and to support the practice.
• Financial Risk Management
• Carry out the financial risk management process within a specific area or operation, maintaining alignment with risk tolerance policies.
• Operational Compliance
• Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
• Document Preparation
• Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
• Data Collection and Analysis
• Collate and analyze data using preset tools, methods, and formats. Involves working independently.
• Information and Business Advice
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Regulatory and Compliance Management
• Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Operations Management
• Supervise others working within established operational systems.

Skills

• Action Planning, Analytical Thinking, Computer Literacy, Current State Assessment, Data Compilation, Data Interpretations, Data Management, Data Modeling, Digital Literacy, Document Management, Evaluating Information, Legal Practices, Management Reporting, Microsoft Excel, Numerical Aptitude, Oral Communications, People Management, Process Improvements, Risk Awareness

Competencies

• Collaborates
• Courage
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes
• Organizational Savvy

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

go to method of application »

• As an analyst, your duties will include reviewing screening (PEP, Sanctions and Adverse Media) alerts on Nice Actimize to determine if an alert is false positive or a true match. In the event of a true match, you will be required to escalate these cases to senior management.

Key Outputs

• Review all alerts for PEP, Sanction and Adverse media triggers of possible matches.
• Conduct independent research to gather and record data from internal systems, commercial databases, and the Internet.
• Compiling detailed reasoning for true matches.
• Escalation of true matches to senior management for approval.
• Assist with ad hoc screening.
• Handle simplified due diligence investigations to support policies and procedures.
• Ensure efficient identification, monitoring and reporting of accounts considered high risk.
• Stay current with money laundering and terrorist financing policies, regulations, criminal typologies, industry best practices, and developing trends.
• Help in identifying potential weaknesses in processes.
• Act as a subject matter expert to employees, providing guidance on what actions to take in dealing with high-risk accounts related to PEPs, Sanctions and Adverse media customers.
• Ensure proper record-keeping of data collected and analysed.
• Write and prepare suspicious activity reports (SARs &TFARs) when applicable

Qualifications: 

• Matric
• LLB or Forensic degree
• Must have attained 60% across their studies, please include a copy of your academic record

Knowledge: 

• Computer literacy and proficiency in Microsoft Office Suite (Word, Excel, Project, PowerPoint)
• Ability to use pivot tables and work with an advanced statistical database and statistical methods and functions
• Familiarity with AML issues concerning onboarding new customers
• Anti-Money Laundering diploma or similar qualifications an advantage

Skills: 

• Superior analytical skills
• Ability to organize and analyze complex data sets
• Ability to easily grasp and comprehend AML risks specific to a particular business unit and develop extensive user requirements as well as recommend automated solutions to reduce those risks
• Experience using data mining/analytical tools and KYC automated solutions would be a distinct advantage
• Strong research skills and experience working with online research tools

Key behavioural skills and attributes that would make a candidate successful in this role:

• Strong interpersonal and organizational skills
• Successful candidate must be detail-oriented

Responsibilities

• Client Issue Diagnosis
• Collate and conduct initial analysis of the information gathered through interviews and research to support the diagnosis of underlying client issues and problems and the design of single solutions.
• Customer Service
• Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
• Community of Practice Management
• Participate in a community of practice in a defined area of expertise or consulting to begin to build own expertise.
• Product/Service Information
• Provide advanced product/service information and respond to basic customer questions about the product/service.
• Data Collection and Analysis
• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
• Knowledge Management
• Collect and create content, best practices, and case studies to capture and share knowledge.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Solutions Analysis
• Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
• Operational Compliance
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Improvement/Innovation
• Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine support services.

Skills

• Analytical Tools, Business Case Development, Client Needs Analysis, Consulting, Customer Complaint Management, Customer Service, Customer Service Delivery, Customer Service Operations, Customer Technical Support, Data Compilation, Developing Creative Solutions, Due Diligence, Evaluating Information, Knowledge Management, Legal Practices, Oral Communications, Research Tools, Service to Sales, Solution Analysis

Education

• Bachelor Of Laws (LLB): Law (Required), Bachelors Degree (B): Forensic Science (Required)
   

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Job Description

• At Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a culture of integrity and accountability, where people are empowered to take full ownership for driving and delivering the outcomes required of their roles to meet our business objectives.
• If you aspire to work in a high performance, entrepreneurial and fast-growing wealth, and investment management business, then we have an exciting opportunity for you.

Role Overview

• This role utilises expert knowledge in the specific fields of administration / product / process to assist the Client Relationship Manager and act as backup when necessary. Also, support to Client Relationship Manager with administrative queries/issues etc. The incumbent is individually accountable for achieving results through own efforts. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.

Key Responsibilities include:

• Client service professional
• This role functions as a subject matter expert in a specific field of administration / product / process.
• Resolves technical problems, especially in support of administrative queries via email.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Operational in nature but not limited to
• May deal with client instructions and queries
• Assist Client Relationship Manager with client onboarding.
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• To render an effective and efficient administrative service to clients (assisting with statements; queries etc)
• Strict adherence to regulatory requirements (FICA, FAIS).
• Assist in other areas of the business as and when required

Qualifications & Experience Required

• Matric
• National Diplomas and Advanced Certificates advantageous
• Minimum 3 years administrative experience in financial services compulsory
• Experience within the investment industry compulsory.
• Experience in MS Excel, MS Word, MS Outlook and EMS
• Attention to detail.
• Accuracy.
• Good communication skills.
• Team player.
• Proactive and show initiative.
• Excellent administrative, servicing, coordinating, support, relationship management and innovation skills.
• Excellent problem-solving skills.
• Good understanding of Administration systems.
• Sound Operational business knowledge.
• Understanding of AML/FATCA/CRS
• 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

• Administrative Procedures, Business Operations, Client Service, Collaboration, Communication, Detail Design, High Accuracy, Interpersonal Interactions, Proactive Approach, Problem Solving, Professional Responsibility, Regulatory Requirements, Teamwork, Time Management, Work Efficiency

Competencies

• Directs Work
• Drives Results
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• Matriculation Certificate (Matric)  (Required)

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

go to method of application »

Job Description

• This role plans and executes investigative fieldwork.
• The role is responsible for conducting Forensic reviews and reporting results.
• Conducting planning and execution of investigation field work.
• Reports findings and recommendations.
• Works closely with HC Human Capital and ER Employee Relation functions to ensure appropriate disciplinary action is initiated upon conclusion of a forensic investigation.
• Maintains and reports accurately and comprehensively via the electronic case management system.
• Conducting branch visits to ensure policy and regulatory compliance, identify financial crimes , preform forensic audits , provide fraud awareness training to branch staff.
• Builds / Maintains effective working relationships with internal and external stakeholders including, management, SAPS, NPA and industry stakeholders.
• Makes recommendations for the implementation of improved or new controls and/or preventative measures to reduce/mitigate financial crime risks and to prevent recurrences thereof.

Minimum requirements:

• Forensic related qualification
• 5 years investigations experience in the financial services industry
• Bank and Card fraud related investigation (essential)
• Hold professional member or association with ACFE / ICFP
• Understanding of SAPS and court procedures
• General understanding of labor law (understanding of procedural and substantive fairness)
• Extensive travel

Skills:

• Report writing ability to work as part of a team self-starter
• Computer literacy

Competencies

• Action Oriented
• Business Insight
• Collaborates
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

go to method of application »

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.

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

go to method of application »

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.

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results