Jobs at Old Mutual South Africa

• End-to-end ownership and resolution of all client related interactions
• Uses knowledge of products and investment markets to secure end-to-end finalisation of all client interactions.Facilitates problem solution across organisational boundaries. Responsible for managing reputational risk associated with complaints. Responsible for ensuring that service delivery to clients/intermediaries is consistent with best practice

Personal Effectiveness

• Accountable for service 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. Makes increased contributions by broadening individual skills. Collaborates effectively with others to achieve personal results. Accepts and lives the company values.

Relationship Building

• Owning the relationship with selected intermediaries
• Developing and maintaining effective working relationships with channel management and key intermediaries. Personal interaction when liaising with Clients / Intermediaries

Additional Responsibilities

• Able to convey technical or complex information clearly and accurately
• Proactively and successfully build relationships with key planners and internal departments. Informing key planners of relevant changes in terms of products, legislative and/or other requirements. Keeping of records and tracking of enquiries
• Gathering of required information in order to resolve client servicing problems, issues or queries as required by intermediaries. Representing and promoting Old Mutual at all times
• Doing root cause analysis on errors or complaints and giving feedback to the relevant internal value chain
• Receiving or eliciting planner or client feedback on service satisfaction
• Working actively with support areas to achieve service standards. Delivering on adhoc assignments
• Willingness to work shifts between 08h00 and 17h00, or overtime if and when required
• Willingness to be available to key clients via cellphone. Willingness to travel nationally to visit key clients if and when required

Personal Attributes

• Computer literacy essential (Word/Excel/Outlook/PowerPoint)
• Bilingual. Must present a professional image
• Excellent communication (verbal & written) interactive skills
• Strong interpersonal persuasive, negotiation and presentation skills
• Be able to work under pressure. A passionate team player
• Must display sound planning & organizational skills. Able to display tact, diplomacy & empathy
• Sound problem solving skills and ability to take ownership for problems
• High stress tolerance levels

Job Requirements

• Matric
• Tertiary degree (BTech or BCom), Diploma in Finance or CFP / RFP / Certificate Wealth Management advantageous
• Training skills
• At least 3-4 years Financial Services industry experience.Old Mutual Wealth Product knowledge
• Knowledge of the financial industry complaints process. Proven knowledge of, and interest in Financial Markets is essential
• Knowledge of the Financial Services Industry (i.e. financial planning, commission, product offerings, etc)

Competencies

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

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• Drive the future development and direction of the proposition.
• Create and maintain the product strategy and roadmap.
• Integrate strategy, customer needs and business direction into communicable, coherent product blueprints.
• Consume and react to customer feedback to continuously improve their experience. Understand customers and their pain points, translating them into solutions
• Leading change - drives the change process forward; maintains momentum and a clear sense of overall purpose and strategic impact of change

Product delivery

• Create feature epics from the product blueprints.
• Communicate product concepts, the roadmap and epics to the team.
• Own and maintain the product backlog.
• Participate in prioritising the product and sprint backlogs.
• Support user acceptance testing and implementation of changes or new applications
• Monitor and react to changes in key metrics/trends.
• Understand the technical debt and prioritise work to pay off the debt
• Responsible for managing development activities of Comarch, the Rewards IT system partner

Business Analysis

• Leads Business Requirement/ Design phases on projects
• Business Analysis planning and monitoring, including measuring progress
• Selects, implements and governs the use of Business Analysis techniques, methodologies and templates
• Elicit and documents requirements including data modelling, interface layouts, data flows, and screen layouts, etc.
• Understand effort between different delivery options and recommend appropriate solutions
• Work with design as a partner and influence UX and UI
• Construct prototypes
• Articulate business logic to technical partners
• Review technical stories and technical logic of changes
• Apply user science tools that strongly influences product direction

Stakeholder Management and Collaboration

• Builds mutually beneficial relationships within the organisation
• Keep stakeholders regularly updated on relevant issues
• Effectively influence the priority of stakeholders to ensure delivery
• Collaborate with the leadership team to get common understanding of the direction, design, and experience of our products.

Team Effectiveness

• Create a climate for optimal performance.
• Build, lead and manage a team of Rewards Business Analysts
• Work closely with systems analyst, developers and project manager to design and implement solutions within constraints.
• Act as mentor to the team and supports an environment of continual improvement
• Work to address aspects of career development of team members
• Work to address team member training and development requirements

Job Requirements

• Degree i n Engineering, Computer Science, Marketing or Economics. An MBA would be an advantage
• Relevant technical training (business analysis, and systems development life cycle)
• Experienced in business and data analysis, solutions design & testing, data modelling .
• Relevant experience as a Product manager, Project Manager, Business Analyst
• Experience in the financial services and/or Loyalty/Rewards industry will be an advantage
• Hands on experience working with developers
• Ability to put ideas on paper in visual form (wire frames)
• Empathy, intellectual curiosity, the ability to synthesize ideas and business acumen.
• Ability to reach objectively good negotiation results, efficiently maintaining relationships
• You are passionate about personal finance and believe in its life-changing possibilities.
• You are keen on working collaboratively with a cross-functional team, using Agile methodologies.

Additional Details

• Strategic
• Collaboration
• Customer First
• Execution
• Personal Mastery
• Leading with Influence
• Innovation

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• Assisting management with reinsurance strategy including reinsurance partner selection
• Assessing and defining reinsurance structures
• Engaging with IT to ensure successful implementation of reinsurance structures and processes
• Liaising with reinsurance partners
• Liaising with other internal functional areas on reinsurance matters
• Contractual work relating to reinsurance

Pricing and projects requiring financial modelling. This can include:

• Pricing and Profit Testing
• Providing technical input during engagements with stakeholders
• Developing new models for pricing as well as maintaining existing models
• Financial modelling and business cases for projects
• Business Engagements where input or data is required to inform pricing and/or financial modelling
• IT engagements to ensure successful implementation of specific projects.

Job Requirements

• Qualified actuary or actuarial student with a minimum of 14 exam credits and 6 years’ actuarial experience
• Retail Protect ion experience would be advantageous
• Business acumen and negotiation skills
• Good interpersonal and communication skills
• Ability to work independently and work on a wide range of deliverables at once
• Ability to interact effectively with people at all levels of the organisation
• Ability to complete tasks within agreed timelines with minimal guidance