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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
- A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.
Key responsibilities will include amongst others:
- Investment research across asset classes from a top down perspective.
- Bottom up company/stock research on local and global markets.
- Develop and evaluate financial models on companies.
- Perform valuation analysis on company shares.
- Make investment recommendations based on research conducted.
- Present investment ideas and updates to the investment team and portfolio managers.
- Undertake ad hoc research requests from portfolio managers.
- Keep abreast of current market and industry developments.
- Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
- Portfolio performance analysis.
- Be a member of and contribute to model portfolio sub-committees.
- Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.
Key Results areas:
- Researching and presenting investment ideas based on thorough analysis.
- Presenting emerging investment themes and interesting topics.
- Portfolio manager support.
- Portfolio manager mandate monitoring.
- Investment performance analysis.
- Building company profile through publication of research across numerous media platforms.
Qualifications and Experience required:
- Relevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).
- Minimum of 5 years relevant industry experience.
- Understanding of financial statements and financial analysis.
- Strong quantitative skills/numeracy.
- Critical reasoning skills.
- Intermediate in MS Suite (Excel, Word, Outlook).
- Great communication skills and are able to present ideas clearly in English (both written and verbal).
- A professional approach.
- Pro-active and confident.
- A team player with strong collaboration skills.
- Attention to detail.
- Punctual (meets deadlines).
- Open-minded, inquisitive and assertive.
- A problem solver who is results driven.
- Demonstrable passion for investments.
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Closing Date
go to method of application »
Job Description
The successful incumbent will:
- Use specialist technical knowledge to accept risk and/or liability on behalf of the organization for individuals with group risk cover exceeding the evidence of health (“free cover limit”).
- This individual will manage complex; high value and/ or contentious cases and complaints.
- They will also assist with the review and formulation of best practice guidelines in keeping with the latest clinical and industry developments.
- Further, they will have managerial responsibility for a team of 3 – 5 underwriting staff (administration and technical).
- Problem solve, investigate, identify root cause and resolve management queries
GENERIC KEY RESULT AREAS
- Personal Effectiveness
- Accepts and lives the company values
- Accountable for service delivery through own efforts
- Collaborates effectively with others to achieve results
- Individually accountable for managing own time, tasks and output quality
- Broadening individual skills on an ongoing basis
- Relationship Building
- Maintains and develops relationships with relevant stakeholders
- Risk Management
- Responsible for decision making with high Underwriting limits
- Quality assurance of Underwriters’ work
- Auditing
ROLE REQUIREMENTS
- Matric with Biology, Mathematics or Accounting essential
- Minimum R5 000 000 Individual and/or group Life Underwriting limits
- A minimum of 5 years’ experience as a Life Underwriter in the Financial Service Industry
- BSc in Health Sciences or Life Sciences, Medically aligned degree or BCom Business Science or Accounting would be advantageous
- Experience in coaching and providing technical support would be advantageous
- Line management experience would be advantageous
- Experience in management of technical queries
- Proficient in MS Office i.e. Word, Excel, PowerPoint.
- Knowledge of Underwriting operations, E.g. distribution of work, MIS etc.
- Well-developed interpersonal skills
- Strong verbal and written communication skills, particularly the ability to have difficult conversations
- Attention to detail
- Customer focused
- Ability to handle confidential information
- Well developed problem solving skills
- Proactive engagement where necessary
- Focused on meeting deadlines and ensure completion of tasks
- Good presentation skills
- Must be a team player
- Responsible for risk evaluation, pricing and selection / rejection of renewal business for all assigned accounts within the portfolio. Research problems and take initiative in recommending solutions for customer and financial issues that will enable the organisation to profitably accept the risk that our policies cover.
- Responsible for day to day decision-making; queries on group risk underwriting cases
- Responsible for dealing with complex; high-value and/ or contentious underwriting cases
- Responsible for managing escalations; complaints and complex underwriting queries
- Creates, reviews and updates best practise underwriting guidelines in keeping with the latest clinical and industry developments
- Leads underwriting project and IT developments with the support of the business support specialists; IT teams and other stakeholders
- May have managerial responsibility for a small underwriting team of 3 - 5 team members
- Able to discuss, explain and negotiate underwriting decisions with reinsurers; senior clients and intermediaries
- Supports the provision of underwriting reports for various stakeholders
- Identifies and supports the implementation of process changes in the underwriting team to improve the customer experience
- Able to interact with pricing; renewal; actuarial and retirement fund teams to support the corporate business achieve its goal
Skills
- Customer Experience (CX), Decision Making, People Management
Competencies
- Action Oriented
- Business Insight
- Communicates Effectively
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
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 »
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 »
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 »
- 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.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
- Operate in a Line 2 role in assisting management to identify, assess, monitor and report on risk and to provide ongoing oversight and challenge to management. Deploy risk and governance methodologies in the business segments and ensure management receive on-going training and awareness in order to properly apply these risk methodologies in practice.
- To assist management to identify, assess, monitor and report on risk and to ensure that management decision making is within risk appetite.
- Support Segment Business Partners with technical risk expertise which could be risk analytics, risk workshops, training etc.
- Provide support and assistance to management where required to embed risk management and provide challenge where appropriate. Ensure that risk processes are implemented at segment level.
- Define and ensure the appropriate risk management methodologies are implemented into the Business.
- Assesses, review and challenges the completeness and accuracy of the end-to-end business risk management process (identify, measure, mitigate, monitor) through a collaborative process.
- Ensures risk aggregation reports and management risk self-assessment results are produced and provided to reporting entities management and the CRO where required.
- Drive the identification of Key Risk Indicators (KRI’s) and conduct regular monitoring, assisting business where appropriate to bring risk back within appetite limit where risk appetite has been breached.
- Scan the external environment for relevant emerging risks and assess the potential impact, liaise with internal stakeholders to ensure that any significant issues are brought to the attention of the CRO.
- Deliver a risk scenario approach to operational risk and to drive the operational risk quantification aspects within this process.
- Embed the risk policy policies that guide business in appropriate risk taking.
- Undertake regular risk and governance training and awareness sessions.
- Assist with the implementation and maintenance of the GRC (CURA) tool, including ongoing operational support.
- Establish influence, build and maintain relationships with key stakeholders within the business to promote a risk aware culture and risk ownership in Line 1.
- Work with cross-functional teams across the OM Group for collaboration on enterprise risks.
- Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer 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.
- Identify 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 development 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.
- Ensure cost efficiency through financial and corporate governance
- Contribute to the development and implementation of fit for purpose budgets.
- Manage relationships, and budgets associated with projects.
- Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the business and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
Skills
- Business, Business Risk Management, Compliance Software, Data Compilation, Engineering Standards, Legal Practices, Management Reporting, Operational Risks, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, QA Methodologies, Regulatory Compliance Management, Relationship Management, Requirements Development, Risk Governance
Competencies
- Action Oriented
- Balances Stakeholders
- Financial Acumen
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
- Optimizes Work Processes
- Persuades
Education
- Bachelor of Commerce (BCom): Risk Management (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role deals with clients via telephone and/or correspondence on ambiguous and complex cases, playing a strong support role sharing information and persuading clients of appropriate course of action where necessary. The incumbent escalates very few cases, and is individually accountable for achieving results through own efforts.
- Deals with clients via telephone and/or corresponse in adherence to procedural, productivity and quality standards (as per other clerical staff), the standards that need to be achieved may differ from day to day based on where the business will best use this person's exceptional skills for that period (sometimes used in Rapid Response Team type team/SWAT team)
- Plays a strong support role involving sharing information and an element of convincing
- Takes inbound or makes outbound calls
- Deals with correspondence-related functions when required
- Is fully multi-skilled across all products and/or processes
- Is able to rotate between calls and correspondence for the day or part of the day as required (used in accordance with business requirements)
- No or limited escalation is required because of the skill and/or experience of the individual
- Is able to deal with ambiguity and complexity on a regular basis
- May act as mentor to less experienced service consultants because of level of product and/or process knowledge
- Is required to assist more junior staff with technical escalations and coaching
- Is required to assist management with attending to and resolving complex escalations
- Assist in re-designing of processes
Role qualifications and Experience
- Matric or relevant tertiary qualification
- A minimum of 3 years experience in the financial services industry
- Computer literacy essential (Word/Excel/ Outlook/Powerpoint)
- Strong desire to provide superior service
- Very strong analytical and logical reasoning skills
- Excellent communication (verbal and written) and interpersonal skills
- Able to display tact, diplomacy and empathy
- Employee benefits experience
- Knowledge of pension fund administration and legislation
- Superfund product knowledge advantageous
- Old Mutual Compass, EMS and AWD/Chorus experience advantageous
Skills
- Compass Systems, Financial Services Industry, Microsoft Excel, Microsoft PowerPoint
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- Matriculation Certificate (Matric) (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.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Job Description
- Responsible for defining and managing the vision, strategy, and roadmap for the product team, ensuring alignment with customer needs and business goals. This role involves driving the design, development, and maintenance of innovative product offerings, while also contributing to the management, innovation, and enhancement of existing products throughout their lifecycle. The Product Owner will work closely with stakeholders, cross-functional teams, and customers to deliver high-quality products that provide value and drive business success.
Key Responsibilities
Managing the Product Backlog:
- Create, prioritize, and maintain the product backlog, improvements, and bug fixes that need to be worked on.
- Ensure that the backlog items are clearly defined, well-prioritized, and aligned with the strategic goals of the product
Stakeholder Management:
- Maintain contact between key stakeholders and the development team
Clarifying Requirements:
- Provide clear, detailed requirements for the development team, including user stories, acceptance criteria, and expected outcomes.
- Work closely with the team to clarify doubts and provide additional context when needed
Supporting the Development Team:
- During sprints, the PO is available to the development team to answer questions, review progress, and ensure that the team is delivering what is expected.
- Provide continuous feedback and support to ensure the team is building the right product
Reviewing and Accepting Work:
- After each sprint or iteration, the PO reviews the work completed by the development team and determines whether it meets the acceptance criteria.
- They approve or reject features based on the defined requirements and whether they provide the intended value.
Monitoring Product Progress:
- The Product Owner keeps track of the product's progress and makes adjustments to the product backlog based on feedback, market changes, or new business priorities.
- Help ensure that the product stays aligned with the original vision while adapting to changing circumstances
Conducting Product Demos and Reviews:
- The PO may lead or participate in sprint reviews or product demos to show stakeholders what has been developed and gather feedback.
- This is essential for ensuring transparency and obtaining stakeholder input early and often
Evaluating Market Trends and Competitors:
- The Product Owner must stay informed about industry trends, customer preferences, and competitor offerings to ensure the product remains competitive and aligned with market needs.
- They use this knowledge to help inform backlog priorities and product decisions
Ensuring Alignment with Business Goals:
- The PO must ensure that the product aligns with the overarching business objectives and strategy, driving product development in a way that maximizes value to the organization.
- They are responsible for understanding and balancing both the short-term and long-term business goals
Managing Risks and Dependencies:
- The Product Owner must identify and manages risks and dependencies related to product development.
- Must work with cross-functional teams to mitigate risks that may hinder the product’s progress or quality
Key Skills
- Strong Communication: The ability to communicate effectively with both technical and non-technical stakeholders.
- Decision-Making: The ability to make tough calls regarding priorities and trade-offs.
- Domain Knowledge: Understanding of the industry, market, and customer needs.
- Collaboration and Leadership: Working closely with teams, and guiding them towards the successful delivery of the product.
- Business Acumen: Understanding business goals and translating them into actionable features for the development team.
Competencies & Experience
- Proven experience in product management and agile methodologies.
- Strong leadership, communication, and collaboration skills.
- Ability to balance strategic vision with tactical execution.
- Expertise in product lifecycle management, from concept to end-of-life.
- Analytical mindset, with the ability to make data-driven decisions and measure product success
- 5 years or more in a Product owner or Product manager role
Education
- BCom degree – Preferably in management or similar
Skills
- Action Planning, Adaptive Thinking, Analytical Thinking, Business Requirements Analysis, Client Needs Analysis, Current State Assessment, Customer-Focused, Data Compilation, Developing Creative Solutions, Evaluating Information, Futures Thinking, Gaps Analysis, Presenting Solutions, Probing Questions, Project Resource Management
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Drives Engagement
- Drives Results
- Ensures Accountability
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
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
Method of Application
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