Jobs at Old Mutual South Africa

We are currently employing We are passionate about assisting our clients reach their

financial goals. Our Advisers are professionals with a solid understanding of

investment and financial planning. On-going training exists in order to keep up to date with

legislation, industry changes, new investment strategies and product enhancements.

As a Financial Adviser you will:

• Identify clients in the middle income market with a view to assisting them with their financial goals. Provide advice that is tailored to ensure it is always in the best interest of the client. Understand clients immediate needs, short to long term objectives and level of comfort with risk.
• To qualify for this position candidates should, preferably, have their own car or access to one along with a valid driver’s licence.
• Minimum of a Matric
• qualification.
• Ideally, be 25 years and older.

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Responsible for the procurement of new business. Highlights advantages or benefits of products or services to individuals and the organisation. Adjusts sales technique depending on the nature of the prospect or customer. Determines customers' needs and interests. Persuades customers to purchase products or services that are intangible (e.g. information services or consulting services). Suggests next logical step in the sales cycle (e.g. sales demonstration, presentation to decision-makers). Expand sales of products and services with existing customers. Works mainly on own leads.

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• Analyses past, present and future business environment.
• Works closely with the business and project manager to design and implement solutions/ processes.
• Tests systems and user acceptance and implements changes or new applications.
• Investigates and defines business requirements
• Analyses business processes to determine problems, risks and opportunities for improvement.
• Contributes in sessions for end-users, including training.
• Provides input to the documentation of requirements
• Contributes to the design of new business processes.
• Contributes to strategies and guidelines to improve the business environment.
• Provides input to management (both IT and business) on business procedures and policies.

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Data Design and Architecture

• Assist in the design and maintenance of conceptual, logical and physical data models, for specific business unit requirements as well as to represent an integrated and consistent view of data across the organisation.
• Participate in defining data modelling and design standards, templates, patterns, processes, methodologies, tools, best practices and governance for the entire Data Office to ensure consistency and re-use and to ease understanding.
• Assist in the collaboration with enterprise architecture to design and maintain a robust and future-fit data architectural landscape.
• Assist in the collaboration with data engineering to ensure data is structured in a way to enable reuse, ease-of-use, consistency, inter-operability and auditability, and to reduce duplication and redundancy.
• Assist in the translation of business needs into data models which support long term solutions.
• Generate DDLs from physical data models.
• Perform reverse engineering of databases and ETL/scripts into physical data models.
• Perform data analysis and mining, using SQL and other techniques.
• Participate in resolving data integration challenges.
• Assist in the documentation of data requirements to ensure they are clearly understood, and the deliverables required of the Data Office can be met.

Continuous improvement to ensure effective service

• Ensure statutory and legislative knowledge is current in order to resolve complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices and procedures.
• Assist in identifying solutions to enhance cost effectiveness and increase operational efficiency.

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

Manage quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required service levels.

Actively share information with other team members regarding successes, issues, trends and ideas.