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.
Read more about this company
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
- Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization.
- Manage and implement the direct sales business operating model
- Implement sales plans and pipelines for assigned agents.
- Develop and implement contact plans and track productivity.
- Support the business to deliver business targets and objectives and create a high performance orientated culture
- Accountable for the direct acquisition of sales
- Maintain lead to quote
- Maintain quote to conversion ratios
- Maintain NTU – and cancellation ratios
- Manage discount mandates to ensure that profitability targets are achieved
- Identify through insights action plans to improve lead, quote and conversion ratios
- Manage cost to serve indicators
- Facilitate the sharing of best practice across teams to improve sales acquisition.
- Driving a high performance sales culture.
- Maintain a high level of product knowledge by engaging staff in innovative ways.
- On the Job Sales Coaching for employees by having a traceable coaching process.
- Manage the resource capacity planning and implementation.
- Manage and ensure best practice delivery of customer experience standards nationally.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Co create and implement business processes and systems to achieve sales targets and improve customer experience
- Build and maintain excellent relationships between own team and key internal external stakeholders.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
- Ensure professional services are provided; where expectations are managed in terms of outcomes.
- Implement Quality Assurance findings.
- Continuous improvement in product, process and systems to deliver strategic advantage within the market
- Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
- Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain.
- 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.
- Drive change methodology and ensure implementation across all projects
- Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
- Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
- Provide direct support and coaching to all direct reports.
- Ensure cost efficiency through financial and corporate governance
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
- Contribute to the development and implementation of fit for purpose budgets.
- 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 HR and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Ensure training and development plans are maintained for all team members
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
Experience, knowledge & skills required
- Grade 12.
- Relevant Tertiary – or Insurance Qualification.
- FAIS Compliant (or studying towards compliance within 6 months).
- 3 years’ experience in leading a high performing sales team – with proven track record of achieving targets
- 3 – 5 years’ experience in direct sales environment within the financial services industry.
- 2 – 3 years’ experience in Short Term insurance advantageous.
- Experience in virtual management of resources advantageous
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Policies & Procedures, Typology
Competencies
- Builds Effective Teams
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Directs Work
- Ensures Accountability
- Financial Acumen
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (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
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
- Grade 12 (Matric)
- FSCA Approved Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
- 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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
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.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
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
- 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
- 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 »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, lending products as well as servicing.
- OMF is seeking to hire a Senior Business Project Manager, the role will report to the OMF Senior Manager- Projects, Changes and Enhancements.
- The successful candidate will be responsible for the management of Business and IT projects and/or programmes, ensuring on time quality delivery according to agreed business requirements and scope.
- Budget management in relation to the Portfolio of Projects and Programmes being delivered.
- Ensure Standard Project Management Practices and Governances are followed.
- Accurate Project Implementation: Project Progress Reporting, Project Closure Reporting, quantifying and feedback on Project success to all Stakeholders.
- Is able to manage key dependencies, roles and challenges.
- Responsible for driving clarity of the problem being solved.
- Delivers specified requirements and meets customer satisfaction.
- Delivers the required Deliverables for each Project, Phase or Stage.
- Ensures that quality is achieved as planned.
- Delivers to time and cost within agreed tolerances.
- Manages the people, work and budget involved.
- Identify, assess and minimize project risks.
- Identification and engagement of resources required for the project team.
- Establishes and updates plans with actual and forecasts.
- Manages deviations from plan to keep the business/project sponsor appraised of issues/risks and provide alternatives where appropriate.
- Reports to respective Stakeholders.
- Provide coaching and guidance to the team members and junior Project Managers.
- Escalates decisions and/or unresolved issues and in doing so provides alternatives and or solutions.
- Integrates delivery and metrics across the people, process, finance and customer dimensions of the business.
- Is accountable for thought leadership and best operating practices in response to external / business environment.
Minimum Requirements:
- 3-year tertiary qualification (e.g. National Diploma or Degree), Post Graduate Degree/Diploma Advantageous
- Project Management Qualifications (PMBOK / Prince2/Agile)
- Minimum of 5 Years Project, Programme & Portfolio Management Experience.
- A minimum of 3- 5 years of knowledge and experience in a collection’s environment is essential.
- Financial Services Industry/ Retail Banking, Lending, IT
- Exposure to Change Management
- Experience in managing external Vendors or 3rd Party Service Providers
- Excellent understanding and experience of Waterfall & Agile Project Management Methodologies Excellent knowledge of Information Technology Functional areas/departments
- Sound knowledge of complex technical environments, the ability to challenge the norm and inspire creative solutions.
- Knowledge of MS Office and Project Management software (MS Project etc.)
- Proven ability to work effectively with IT Delivery Teams, Partners and Suppliers
- Budget Management - Experience in managing and controlling large budgets
- Debt review and home loan experience are advantageous.
- Business Analysis experience are advantageous
- Accountable for one or more large-sized projects of moderate to high complexity with a medium- to large-sized team. Focuses on the creation of the project vision and planning documents and manages the implementation, reporting, and performance of the overall project with the expectation of delivering on time, within budget, and to scope.
Responsibilities
Project Planning
- Oversee the production of project plans and approve them, ensuring that all activities are identified, are appropriately organized to deliver program and project objectives, and comply both with the organization's project and program management framework and with the organization's wider governance structure and processes.
Project Scope Definition
- Plan and lead the delivery of a range of information gathering, analysis, and stakeholder consultation activities and specify, negotiate, and agree on project deliverables.
Stakeholder Management
- Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders, to develop positive stakeholder relationships, and to ensure that each stakeholder has an appropriate share of voice.
Requirements Management
- Plan and coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the project level.
Project Risk and Issue Management
- Manage identification of risks, issues, dependencies, and constraints associated with the project, escalating these matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.
Project Reporting and Review
- Manage the project review process; provide stakeholders with accurate and relevant information and key recommendations at established review points to enable them to evaluate progress and agree on change.
Project Team Management
- Lead a small- to medium-sized project team; communicate the project vision and the necessary outcomes, along with guidance to achieve these outcomes; coordinate team actions on project activities; coordinate the flow of additional team members on and off the team, as needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring.
Continuous Improvement
- Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.
Project Resource Management
- Negotiate and manage deployment of project resource budgets, providing forecasts and presenting variances with narrative at appropriate review points to ensure effective utilization.
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Project Closeout and Handover
- Provide appropriate documentation and training to enable successful transition to business as usual. Identify and record lessons learned to inform future project activity.
Project Assurance
- Manage the delivery of assurance reviews within a project, enable the delivery of assurance reviews by independent third parties, and take appropriate action to resolve any issues identified, to give senior stakeholders confidence that the project can deliver according to time, budget, and quality.
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 in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Agile Project Management, Change Management, Prioritization, Project Budget Management, Project Communications Management, Project Estimations, Project Management Governance, Project Organization, Project Quality Assurance, Project Quality Management, Project Reporting, Project Scope Management, Requirements Management
Competencies
- Balances Stakeholders
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Develops Talent
- Drives Results
- Ensures Accountability
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Job Description
- Responsible for overseeing the quality engineering strategy across multiple projects of the organisation.
Responsibilities
Quality Assurance Testing
- Validate and interpret complex test data to evaluate and recommend the suitability of nonstandard materials or components.
- Testing Information Technology (IT) Performance
- Design and monitor the quality of website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Quality Assurance Testing Design
- Specify the design of quality assurance test methods and procedures and manage their development and validation, incorporating new technologies and meeting changing organizational, customer, and/or regulatory requirements.
- Responsible for managing the QA & UAT testing phase for the Summit modernisation project by developing and implementing testing strategies, managing test plans, and coordinating testing activities with development teams and business stakeholders.
Quality Management System
- Identify, analyze, and evaluate the effectiveness of current policies and business processes that are in the scope of the quality management system (QMS); contribute to the design of the QMS; provide specialist quality management oversight to the drafting of new policies and procedures and the design of business processes; contribute to the quantification of the costs and business benefits of change.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Continuous Improvement
- Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Minimum Requirements:
- Relevant Bachelor’s degree or Diploma in Information Technology.
- Relevant ISTQB/ISEB certificate in Software and Agile Testing.
- Minimum 10 years extensive experience in a quality assurance capacity.
- High level of technology awareness and experience of recruiting and /or procuring a wide range of technical expertise.
- A cooperative and outcome focused approach to employee and peer interactions with proven ability to coach and mentor employees through change, harnessing strengths and abilities to affect positive change outcomes.
- Exceptional knowledge and understanding of tools and methods for delivering IT Solutions.
- Demonstrated ability, managing the capabilities needed to deliver in a complex operational environment.
- Ability to guide and prioritise the diverse human resources needs of a specialist team of indirect reports with management experience.
Skills
- Adaptive Thinking, Change Management, Data Analysis, Data Compilation, Executing Plans, Laboratory Testing, Policies & Procedures, Project Performance Management (PM), QA Methodologies, Regulatory Compliance Management, Report Review, Software Testing, Test Case Management
Competencies
- Builds Effective Teams
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Role Descriptor
- Submissions for Committees and Forums
- Compile reports, analysis and specific tasks as may be required by the Board, Property and Investment Committee, any Board Sub-Committee, Exco Committee or as directed.
- Adhere to and ensure that direct reports adhere to relevant levels of authority.
- Perform corporate management functions in accordance with policies, procedures and legal requirements.
- Perform corporate management functions within the allocated time frame
Strategic Asset Management Responsibilities
- Developing investment and or economic strategies based on management philosophy and customer objectives.
- Performs investment research to formulate asset specific strategies
- Performs deal structuring and financial modelling.
- Analyses the market, looks for opportunities and works with external consultants to develop new products and features in existing products to suit specific target markets.
- Responsible for researching, analysing and providing relevant economic and property overviews.
- Makes recommendations regarding investment attractiveness of specific property sectors.
- Assists in making recommendations for the selection of investment decisions to the Investment Committees
- Assist in the development of an industry leading property, data driven information system.
- Monitor, update, maintain and report on property fundamentals, which includes review of annual budgets, net income comparison to budgets, forecasting and modelling.
- Create standardized property research decks for Investment Team and Investment Committee.
- Conduct research on special topics in support Investment Teams strategic initiatives.
- Assist with the development and presentation of the firm’s macroeconomic, capital market and property market information.
- Assist with the preparation of property trends commentaries.
- Develop research tools to assist the Investments Team for potential property investments. The nature of the role is more specialised knowledge work rather than knowledge integration
- Monitor’s developments in security markets.
- Liaises with tax attorneys or accountants to determine legal consequences of investment decisions.
- Review and analyse annual property valuations and complete internal valuations.
- Regular reports and updates to various committees and boards.
Investment Analysis
- Research, analyses, and provides relevant property benchmarking information.
- Assists with the analysis of investment decisions and motivations for Investment Committee.
- Compilation of Fund investment performance reports for Investment Committee and Board packs/presentations.
- Asset Management Support and Assistance
- Review and analysis of Fund data to facilitate investment decisions
- Assist with the management, review and of approval of quarterly forecasts and annual property budgets.
- Performs deal structuring and financial modelling
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, asks and output quality over periods of 1 day to a maximum of three months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
- Exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner.
- Strong research and analytical skills including the ability to gather, interpret and effectively communicate macroeconomic, capital market and property market data.
- Critical thinking skills that can convert data into meaningful relationships and information to drive quality decision making.
Basic Job Requirements
- B. Com / MBA / CA
- Min 6 yrs. relevant industry experience required
- Experience with deal structuring and financial modelling is required
- CFA (any level – advantageous)
- Property experience advantageous
- Strong analytical skills and numerical ability
- Computer skills (Advanced Excel and PowerPoint)
Skills
- Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude
Competencies
- Business Insight
- Collaborates
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
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
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
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 »
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 »
Purpose:
- Lead implementation and execution of a business development strategy to support growth and business development to enhance the organisations presence and reputation within the general insurance industry.
- Manage key internal and external relationships across the broker, intermediary and customer market to drive the organisations multi-product / multi-channel initiatives to achieve the organisations business plan targets.
Responsibilities
- Leadership and Direction: Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
- Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
- Sell Customer Propositions: Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
- Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Performance Management: Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
- Operations Management: Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
- Promoting Customer Focus: Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
- Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
- Customer Relationship Development / Prospecting: Develop and implement relationship management plans for complex potential 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.
- Budgeting: Develop and/or deliver budget plans with guidance from senior colleagues.
- Organizational Capability Building: Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Critical Objectives:
- Lead the implementation and execution of a business development strategy to support growth and business development to enhance the organisations presence and reputation within the general insurance industry
- Drive the achievement of new and existing business profitability and growth targets by ensuring that services and solutions provided to brokers and / or intermediaries meets or exceeds defined service level agreements across the product/s lifecycle as measured in a performance metrics plan.
- Manage relationships with the broker channel and ensure effective broker service levels.
- Identify and create coordinated business development opportunities.
- Ensure a consistent, detailed understanding amongst all team members of the business development targets, goals, performance levels, products, business rules and conditions.
- Manage campaigns and interventions in line with opportunities, available resources, product scope and best practices.
- Manage the allocated business development, incentive and expense budget for the team against set targets.
- Manage all costs, resource capacity planning and utilisation to support the achievement of business development targets, volumes, operational budgets and plans.
- Identify and drive opportunities to improve and expand product and service offerings.
- Actively manage and report on the achievement of business development targets as well as industry performance and trends.
- Lead the measurement, assessment and reporting on the performance of teams against targets and industry norms.
- Translate strategy into relevant service standards and processes, setting, communicating and measuring the corresponding operational measures and targets.
- Deliver new business opportunities in the intermediary market in support of the segmentation strategy.
- Collaborate with Underwriting, Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
- Proactively monitor sales trends and identify and implement corrective actions as required.
- Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
- Ensure that risk is managed optimally within the technical framework particularly in risk acceptance and underwriting appetite.
Requirements (Experience):
- Matric
- Tertiary Qualification - Business, E-commerce, Finance or similar
- FAIS Accreditation (RE/FSB Recognised Qualification)
- 3 - 5 Years in Sales Management (Direct Sales Leadership)
Skills:
- Sales
- Coaching
- Compliance
- Recruitment
- Negotiation
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 Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
Closing Date
go to method of application »
Purpose:
- Lead implementation and execution of a business development strategy to support growth and business development to enhance the organisations presence and reputation within the general insurance industry.
- Manage key internal and external relationships across the broker, intermediary and customer market to drive the organisations multi-product / multi-channel initiatives to achieve the organisations business plan targets.
Responsibilities
- Leadership and Direction: Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
- Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
- Sell Customer Propositions: Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
- Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Performance Management: Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
- Operations Management: Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
- Promoting Customer Focus: Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
- Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
- Customer Relationship Development / Prospecting: Develop and implement relationship management plans for complex potential 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.
- Budgeting: Develop and/or deliver budget plans with guidance from senior colleagues.
- Organizational Capability Building: Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Critical Objectives:
- Lead the implementation and execution of a business development strategy to support growth and business development to enhance the organisations presence and reputation within the general insurance industry
- Drive the achievement of new and existing business profitability and growth targets by ensuring that services and solutions provided to brokers and / or intermediaries meets or exceeds defined service level agreements across the product/s lifecycle as measured in a performance metrics plan.
- Manage relationships with the broker channel and ensure effective broker service levels.
- Identify and create coordinated business development opportunities.
- Ensure a consistent, detailed understanding amongst all team members of the business development targets, goals, performance levels, products, business rules and conditions.
- Manage campaigns and interventions in line with opportunities, available resources, product scope and best practices.
- Manage the allocated business development, incentive and expense budget for the team against set targets.
- Manage all costs, resource capacity planning and utilisation to support the achievement of business development targets, volumes, operational budgets and plans.
- Identify and drive opportunities to improve and expand product and service offerings.
- Actively manage and report on the achievement of business development targets as well as industry performance and trends.
- Lead the measurement, assessment and reporting on the performance of teams against targets and industry norms.
- Translate strategy into relevant service standards and processes, setting, communicating and measuring the corresponding operational measures and targets.
- Deliver new business opportunities in the intermediary market in support of the segmentation strategy.
- Collaborate with Underwriting, Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
- Proactively monitor sales trends and identify and implement corrective actions as required.
- Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
- Ensure that risk is managed optimally within the technical framework particularly in risk acceptance and underwriting appetite.
Requirements (Experience):
- Matric
- Tertiary Qualification - Business, E-commerce, Finance or similar
- FAIS Accreditation (RE/FSB Recognised Qualification)
- 3 - 5 Years in Sales Management (Direct Sales Leadership)
Skills:
- Sales
- Coaching
- Compliance
- Recruitment
- Negotiation
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 Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
Closing Date
go to method of application »
Job Description
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards.
- Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Customer Order Processing
- Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
Resolving Customer Issues
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
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.
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.
Skills/Knowledge & Experience
- Educational Requirement: Matric (Grade 12).
- 2-3 years of experience in retirement fund administration, particularly in pension or provident fund claims.
- Knowledge of fund rules, regulatory compliance, and claims processes, including Two-Pot legislation.
- Familiarity with Old Mutual systems: Compass, EBtax, Chorus, EMS is an advantage.
- Strong accountability, attention to detail, and accuracy in all tasks.
- Excellent communication and client service skills.
- Technical expertise in retirement fund processes, including claim validation, payment processing, and regulatory compliance.
- Analytical and problem-solving skills for investigating discrepancies and resolving queries.
- Must be able to handle escalations, resolve complaints, and provide effective client solutions.
- Ability to manage multiple claims and tasks efficiently under pressure.
- Team player with strong collaboration skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) for reporting, documentation, and analysis.
- Experience creating Excel reports, pivot tables, and basic formulas is advantageous.
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, Retirement Benefits, Retirement Fund Administration, Retirement Plan Administration, 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
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- The Financial Operations (FinOps) Technology Analyst monitors and manages cloud financial operations within the Cloud Centre of Excellence (COE).
- This job focuses on tracking cloud costs, analysing usage data, and ensuring alignment with budget expectations.
- The FinOps Technology Analyst works closely with application teams to implement foundational FinOps principles, providing insights into financial impacts and contributing to cost-saving initiatives.
- Key responsibilities include preparing project cost forecasts, estimates, and reports, as well as maintaining internal labor and project costs within budget.
- The FinOps Technology Analyst performs cost analysis, advises project leaders on budget variances, and helps refine cost control systems ensuring efficiency in cloud financial management.
- Investigate and understand the basis for every line item in cloud infrastructure invoices and usage data.
- Follow the Predict, Plan, and Save methodology to ensure resource utilization versus estimates is realistic and achievable.
- Develop AI and ML capabilities to automate cloud spend management, utilizing cloud-native technologies and applications.
- Create and maintain internal documentation on Financial Operations Technology and cost optimization processes.
- Identify anomalies in usage patterns and provide timely feedback for course correction.
- Produce business intelligence reports to inform the broader organization and empower support teams in cost optimizations.
- Generate real-time data to predict usage patterns for decision-making in optimization and effectively communicate data stories at all management levels.
Requirements
- Qualification in Finance, Computer Science, Information Technology, or a related field.
- 2-5 years relevant experience
- FinOps Certification Practitioner
- Cloud Foundational certifications (a plus)
- Proven experience in cloud financial management, cost optimization, and analytics.
- Strong understanding of cloud computing and related technologies (AWS, Azure, GCP).
- Familiarity with financial forecasting, budgeting, and cost control systems.
- Proficiency in data analysis tools and business intelligence software (e.g., Tableau, Power BI).
- Experience with AI and machine learning applications in financial operations is a plus.
Competencies
- Analytical Skills: Ability to analyze complex data sets and draw insightful conclusions.
- Problem-Solving: Strong problem-solving skills with a proactive approach to identifying issues and solutions.
- Communication Skills: Excellent verbal and written communication skills, capable of conveying complex information clearly to diverse audiences.
- Collaboration: Strong interpersonal skills with the ability to work effectively in cross-functional teams.
- Attention to Detail: Meticulous attention to detail, ensuring accuracy in financial reporting and analysis.
- Adaptability: Flexibility to adapt to changing business needs and priorities in a fast-paced environment.
Closing Date
go to method of application »
Job Description
- The incumbent partakes in actions related to risk management and technical training and is required to equip and support line management and human capital teams to manage employees through contracts, policies, practices, and processes, in the context of employment legislation, fostering sound employment relations within Old Mutual and its associated companies. This role supports Group initiatives.
Key Result Areas
- Legal advice, consulting
- Stakeholder management
- Project delivery, working across centres of expertise
- Training
- Risk Management, including litigation
Experience Requirements:
- More than 10 years’ experience in an Employee Relations position in a corporate environment which includes researching and drafting legal opinions, litigation in various fora, mergers and acquisitions, redundancy processes, policy review and drafting, legislation review, where required.
- 12+ months project delivery experience: planning and working across various functions and centres of expertise
- Integration with other fields of law and human capital practices
- Experience advising in Africa or internationally
- Proven track record of consulting with senior stakeholders
- Experience in the financial services sector, advantageous
Education Requirements:
- Bachelor Of Laws (LLB); or a relevant HR qualification with the required experience listed
- Admitted Attorney, advantageous
Skills Requirements:
- Accountability
- Using influence to effect successful delivery
- Excellent communication skills (written and verbal)
- Self-driven, self-starter
- Stakeholder management
- Legal consulting
- Results oriented
- Strategic planning
- This is a 24-month, fixed-term contractor role, which forms part of a team of advisors who support Old Mutual Limited, providing advanced legal support in the field of Employment Relations.
- The incumbent is individually accountable for achieving results through self, as well as working with others, to achieve positive outcomes. This role could be based in either Cape Town or Johannesburg, with hybrid working in place and a minimum of 3 days in office (subject to the discretion of the business, from time to time). There is a requirement for travel both locally and internationally.
Skills
- Action Planning, Analytical Thinking, Computer Literacy, Data Compilation, Developing Creative Solutions, Evaluating Information, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Second Language, Solution Analysis, Writing
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Ensures Accountability
- Instills Trust
- Manages Ambiguity
- Manages Complexity
- Optimizes Work Processes
Closing Date
go to method of application »
Job Description
- Assists business unit management to develop their risk management strategy & policy in accordance with the Audit Risk & Compliance Committee's approved risk appetite & segment requirements.
- Manages implementation of Policy Statements, supporting guidance & procedures within area of responsibility. Ensures that risk processes (risk assessment, identification, management, reporting & optimisation) are implemented at business unit level.
Responsibilities
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Data Collection and Analysis
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
Policies and Procedures Development
- Draft policies, procedures, and related guidelines within an area of expertise to meet defined key principles and ensure compliance with external requirements.
Organizational Risk Management
- Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.
Risk Scenario Modeling
- Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Minimum Requirements
- Degree/honours, possibly a professional qualification in legal, audit / accounting.
- A minimum of 6-8 years relevant experience.
Skills
Competencies
- Business Insight
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Closing Date
go to method of application »
Job Description
- Design, code, develop, test and implement integration and supporting application development components and systems. Perform business analysis and software analysis. May coordinate projects and perform system maintenance activities.
- OML roles mapped to this profile are: CICD and Platform Engineer, Intermediate Platform Engineer, API Software Engineer, Platform Engineer - LVL 3
- Software Engineer, ServiceNow Platform Engineer, Intermediate Software Engineer
- Software Engineer – API, Software Engineer - Intermediate Web Developer, Specialist: Network and Voice, Software Infrastructure Specialist, Lead Analyst Programmer, OMF IT Analyst Programmer, TIA Oracle Developer and Senior Front End Developer.
Responsibilities
Application Software Development
- Develop existing applications and contribute to development of new applications by analyzing and identifying areas for modification and improvement. Develop new routine applications to meet customer requirements.
Applications Software Maintenance
- Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
Design and Conceptualization
- Produce multiple concepts and prototypes to design digital products/services.
Technical Developments Recommendation
- Discuss and recommend technical developments to improve the quality of the website/portal/applications software and supporting infrastructure to better meet users’ needs.
Application Software Road Map
- Contribute to the roadmap in order to facilitate application software development and ensure the development work is prioritized in line with business requirements.
Faults Diagnosis and Correction
- Provide fault isolation and resolution to limit and address issues promptly.
- Design and perform website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Documentation
- Create and maintain complex technical and/or user documentation to a high standard.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Information Security
- Respond to and remediate information security incidents and vulnerabilities in line with infosec policies and procedures
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.
Technical Database Support
- Design, Build, Operate and Integrate databases for optimal performance, reliability and security.
Minimum Requirements:
- Bachelor's degree in Computer Science, Software Engineering, or related field (or equivalent work experience).
- 5+ years of experience as a Full-Stack Software Engineer, with a track record of delivering complex projects
- Expertise in front-end technologies, including HTML, CSS, JavaScript, and experience with modern front-end frameworks like React, Angular, or Vue.js
- Strong proficiency in one or more programming languages (e.g. Java, JavaScript, Python, Ruby, Rust) and expertise in web application frameworks.
- In-depth knowledge of database systems, including design, optimization, and complex query writing.
- Strong problem-solving and debugging skills, with a focus on optimizing application performance.
- Exceptional communication, teamwork, and mentorship.
- Commitment to staying updated with emerging industry trends and technologies.
- Experience with cloud services (e.g., AWS, Azure, Google Cloud) and microservices/serverless architecture
- Previous leadership or mentorship experience within a development team.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- The IT Business Analyst IV serves as a strategic bridge between complex business problems and enterprise-wide technology solutions. Translates business requirements into detailed functional specifications that undergo business stakeholder review. The IT Business Analyst IV operates at a senior level to lead the analysis and design of full-stack, cross-platform digital solutions. They collaborate
- with senior business stakeholders, solution architects, developers, data and DevOps teams, primarily within agile, DevSecOps, or hybrid delivery models.
Requirements Management | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Plan and coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the project level. This includes requirements related to software applications, APIs, data pipelines, workflow automation, and user experience across multiple systems or business domains.
Data Collection and Analysis | ANALYTICS AND DATA SCIENCE | DATA SCIENCE
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Leverage advanced data analytics, data modelling, and AI-enablement opportunities to inform recommendations. Often includes collaboration with data science, information security, and enterprise architecture teams.
Database Specifications | INFORMATION TECHNOLOGY/DIGITAL | SOFTWARE DEVELOPMENT AND IMPLEMENTATION
- Approve database specifications, ensuring all agreed standards and protocols are followed and data integrity is preserved. Work closely with data engineering teams to ensure database design supports business reporting, regulatory needs, and data governance standards, including master data and metadata management.
Analysis of "As Is" and "To Be" | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required. Facilitate cross-domain workshops to visualise current and future state architecture, ensuring traceability between business process, data flow, and system interaction layers.
Business Requirements Identification | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Elicit complex business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals. Translate business needs into high-level system behaviours, functional and non-functional specifications, including security, scalability, and interoperability across systems.
Feasibility Studies | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Conduct feasibility studies from a technological and organizational perspective and document findings to complete cost-benefit analysis on implementing changes to business processes, products, or business unit structure. Assess technical feasibility, alignment with enterprise architecture, and integration readiness of systems (cloud, on-premise, or hybrid). May include analysis of SaaS, PaaS, or container-based options.
Horizon Scanning | GENERAL | INNOVATION
- Explore and develop a detailed understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization. Monitor fintech, regtech, AI/ML, cybersecurity, and digital platform trends, evaluating their fit-for-purpose in the local financial services market.
Enterprise Business Analysis | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Interpret the business need and identify solution recommendations to business problems at a business unit level. Lead the improvement efforts that are within span of control at this level. Act as the senior liaison between the business and enterprise technology platforms, ensuring alignment between strategic business outcomes and architectural roadmaps.
Business Case | GENERAL | ADVICE
- Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases. Business cases typically include technology cost-benefit analysis, implementation approach, enterprise risk considerations, and alignment with digital transformation objectives.
Documentation and Backup | INFORMATION TECHNOLOGY/DIGITAL | DATA MANAGEMENT
- Create and maintain complex technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur. Documentation may span user stories, process maps, integration maps, configuration manuals, test cases, data dictionaries, and solution blueprints.
Culture of Innovation | GENERAL | INNOVATION
- Drive a culture of innovation by creating multistakeholder solutions that boost creativity, innovation, and collaboration across business units, such as idea generation platforms, jam sessions, and hackathons.
Personal Capability Building | GENERAL | INNOVATION
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Minimum Requirements:
- 5 + years of experience in a similar role
- Postgraduate qualification (Degree/Honours)
- IIBA CCBA/CBAP/AAC certification or advanced certificate in Business Analysis
Skills
- Archival Management, Backup Storage, Business Case Contribution, Business Intelligence (BI) Analysis, Business Requirements Analysis, Current State Analysis, Data Analysis, Database Reporting, Data Compilation, Data Controls, Enterprise Readiness Assessment, Governance of Business Analysis Activities, Performance Gap Analysis, Product Change Management, Requirements Creation and Verification, Requirements Elicitation and Facilitation
Education
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- The position is that of an Investment Service Centre Consultant within the Wealth Service Centre, responsible for processing client requests and instructions.
Responsibilities
The role includes the following responsibilities:
- Market the corporate image of Old Mutual by developing a positive relationship with Customers and to build trust and understanding.
- Identify process improvements to deliver improved Customer care and communicate these to the relevant Service Centre Managers.
- Effectively manage any non-conformances.
- Investigate and resolve technical cases.
- Investigate the nature of problems, identify and eliminate the root causes.
- Discuss and report on processes where positive or negative trends have been identified and recommend corrective action to management.
- Make decisions firmly and timeously improving transaction time and perception of service.
- Summarise major issues and take action, which will benefit both the client and the business.
- Identify and escalate complaints.
- Maintain high level of teamwork to achieve the KPI’s.
- Always be professional and treat Customers with respect and that they feel special after every interaction.
- Stay informed of developments in the Financial Services Industry.
Qualifications and Experience required
- Matric qualification and a minimum of 1 year working experience in the Financial Services Industry (i.e. banking, insurance, investments).
- Wealth product and systems knowledge are essential
- Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet), with specific knowledge of IBC, Bizagi, ITAX/EB, MS.
- Excellent Verbal and written communication skills.
- Ability to work under pressure.
- High sense of Customer Care.
- Initiative.
- Good judgement and problem-solving skills.
- Analytical.
- Good interpersonal skills and positive attitude.
- Conflict handling.
- Self-motivated and always willing to learn.
- High attention to detail.
- Ability to operate in a repetitive process-based environment.
- Work flexible hours between 08h00 & 18h00 including Saturdays.
- The successful candidate may need to work overtime/longer hours and have own transport or very reliable transport network.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Directs Work
- Drives Results
- 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
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
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- We’re looking for a UX/UI Designer with a passion for crafting intuitive, human-centred digital experiences. You’ll join a high-performing UX team that partners with squads across the bank to design simple, trustworthy, and delightful journeys for millions of South Africans.
- This role is ideal for a designer who’s ready to grow fast, enjoys both visual craft and problem-solving, and wants to learn from seasoned UX and UI specialists in a real product environment.
KEY RESULT AREAS
- Support the research and analysis of user behaviour, pain points, and opportunities across digital journeys.
- Create wireframes, prototypes, and user flows that translate research insights into usable and meaningful experiences.
- Assist in crafting high-fidelity UI screens using our Design System to maintain visual and functional consistency.
- Collaborate closely with Product Owners, Business Analysts, and Developers to ensure designs are implementable and user-focused.
- Participate in usability testing and contribute to iterative design improvements based on evidence and feedback.
- Adhere to and implement our UX guidelines, patterns, and design decisions.
- Contribute ideas to continuously improve the design system, processes, and team ways of working.
ROLE REQUIREMENTS
- Bachelor’s degree or equivalent qualification in UX Design, Interaction Design, Human–Computer Interaction, or a related field.
- Minimum 2–5 years of relevant experience in a UX/UI or product design role.
- A portfolio that demonstrates problem-solving, process, and visual craft (student work or side projects are acceptable if it shows strong potential).
- Basic understanding of UX principles and human-centred design.
- Strong visual design and UI skills with the ability to create polished, accessible, and scalable interface designs.
- Proficiency in Figma.
- Ability to interpret research findings and translate them into design solutions.
- Strong attention to detail and ability to follow a design system precisely.
- A good sense of visual hierarchy, typography, spacing, and
- Curiosity & Growth Mindset: A genuine desire to learn, ask questions, and seek feedback.
- User Empathy: Ability to see the product through the eyes of the customer.
- Collaboration: Works well with multidisciplinary teams and values open communication.
- Accountability: Takes ownership of work and sees designs through to delivery.
- Attention to Detail: Cares about polish, precision, and pixel-perfect delivery.
- Problem Solving: Can simplify complexity into intuitive flows and layouts.
- Adaptability: Open to iteration and constructive feedback in a fast-paced environment.
- Professionalism: Understands how to work in a regulated financial environment and meet deadlines with quality
KEY CRITERIA
- Portfolio Quality & Thinking Process: Candidates must show strong design thinking, visual hierarchy, and problem-solving
- Evidence-Based Design: Ability to demonstrate designs informed by research, data, or usability testing
- Design System Literacy: Must show competence in using or maintaining a component-based design system.
- Craftsmanship & Consistency: Proven ability to deliver designs that meet accessibility, spacing, and interaction standards.
- Collaboration & Maturity: Demonstrates openness to critique, structured feedback, and the discipline to follow UX processes.
- Growth Potential: Candidates must show self-driven learning and a genuine interest in developing deep UX capabilities.
- Cultural Fit: Alignment with the Chapter’s principles of quality, empathy, collaboration, and evidence-based design.
Skills
- Action Planning, Agile Project Management, Computer Literacy, Customer Value Proposition Development, Data Compilation, Evaluating Information, Executing Plans, IT Implementation, Market Analysis, Market Research Analysis, Product Development
Competencies
- Business Insight
- Collaborates
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Drives Results
- Ensures Accountability
- Interpersonal Savvy
Education
Closing Date
go to method of application »
Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be.
- Are you passionate about corporate governance and regulatory compliance?
- Do you thrive in high-stakes environments where precision, professionalism, and stakeholder engagement are key?
- Join our team as an Assistant Company Secretary and play a pivotal role in shaping governance excellence within the financial services sector.
- As the Assistant Company Secretary, you will support the OM Bank Company Secretary in driving effective governance practices, facilitating Board and Committee operations, and ensuring compliance with statutory and regulatory frameworks. This is a dynamic role that requires legal insight, strategic thinking, and exceptional organisational skills.
KEY RESULT AREAS
Governance & Secretariat Support
- Provide governance and secretarial support to the OM Bank Board and its subcommittees.
- Accurately record minutes and track matters arising.
- Assist in designing and implementing fit-for-purpose governance structures and procedures.
- Promote cost efficiency through responsible resource utilisation.
Corporate Governance Excellence
- Conduct annual reviews of governance artefacts (e.g., terms of reference, workplans).
- Ensure committees operate in alignment with governance artefacts.
- Support the Annual General Meeting process and regulatory engagements.
- Perform legal research and advise on emerging legislation impacting governance.
- Facilitate Board and Committee effectiveness surveys.
- Coordinate director inductions and ongoing governance training.
- Recommend enhancements to Board and committee operations informed by governance best practice.
- Manage corporate records using Boardvantage and uphold confidentiality
Statutory & Regulatory Compliance
- Monitor compliance with statutory and regulatory obligations.
- Assist with legal entity incorporations, directorship changes, and filings.
- Support compliance monitoring and ad hoc regulatory matters
Stakeholder Engagement
- Act as liaison for executive and management committee members.
- Foster professional relationships with board members, service providers, regulators, and internal stakeholders.
ROLE REQUIREMENTS
- LLB, BCom (Law), or equivalent legal qualification
- CGISA qualification is advantageous
- Minimum 5 years’ experience in a mid-to-senior company secretariat role
- Proficiency in Board management software (e.g., Boardvantage, Diligent Boards)
- In depth understanding of corporate governance, Companies Act (71 of 2008), King IV, and financial sector regulations (banking preferred)
- Proven ability to manage senior stakeholders effectively
SKILLS AND COMPETENCIES
- Confident, proactive communicator with strong interpersonal skills
- Exceptional time management and organisational abilities
- Meticulous attention to detail and commitment to quality
- Sound judgment and commercial acumen
- Resilient and able to manage multiple priorities under pressure
- Integrity, ethical conduct, and a collaborative mindset
- Innovative and solutions-oriented approach
Skills
- Action Planning, Analytical Thinking, Computer Literacy, Data Compilation, Developing Creative Solutions, Evaluating Information, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Second Language, Solution Analysis, Writing
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Ensures Accountability
- Instills Trust
- Manages Ambiguity
- Manages Complexity
- Optimizes Work Processes
Education
Closing Date
go to method of application »
Job Description
- Perform professional accounting work, including compilation, consolidation, and analysis of financial data. The role requires an understanding of accounting fundamentals and principles.
- Previous experience in the Retirement (Pension/Provident) Fund industry will be advantageous. Responsibilities may include any or all of the following: ledgers and preparation of journal entries, fixed asset (investment) accounting, bank reconciliations, control accounts (including debtors & creditors), reserve analysis and the preparation of trial balance and financial statements.
Job Description
- The position is based in the Old Mutual Corporate Retirement (Pension/Provident) Fund Accounting Reconciliation team. This team is responsible for maintaining the bank, asset, income & expense, debtor & creditor reconciliations and related reporting for the Old Mutual SuperFunds. The span of responsibility will the completion of all reconciliations, resolving all outstanding items and reporting. By implication the role requires a solid financial grounding and adherence to internal controls as well.
- Role Description & Key Result Areas:
- Control monitoring, Reconciliations and Reporting, which may include, but not be limited to, the following:
- Responsible for monitoring (reconciling) assets held at asset managers against liability balances and analysing variances.
- Responsible for agreeing bank and asset transactions with trade order instructions received from the administration system.
- Monitoring all other relevant controls, including that the ledgers are accurately produced.
- Performance of daily bank reconciliations.
- Liaison with external and internal auditors, as required, including preparation of audit schedules and working papers.
- Preparation of asset (investment funds) and bank reconciliation packs monthly (for review).
- Preparation of quarterly financial packs for management and board meetings as required.
- Preparation of statutory returns as required (quarterly exchange control and other statutory reporting, e.g. C48).
- Peer review of asset and bank reconciliations (where required).
- Prepare balance sheet reconciliations and clearing of items on balance sheet reconciliations (control accounts, debtors & creditors).
- Responsible for new, complex and varied reconciliations with little input required.
- Responsible for defining, testing and documenting process and control changes when required.
- Prepare annual financial statements in accordance with regulatory reporting requirements for Retirement (Pension/Provident) Funds in South Africa.
- Liaise with auditors and preparations of audit working papers.
- Preparation of accurate and complete monthly and year end journals.
- Prepares and/or monitors PAYE and PAYE reconciliations. Investigates and actions PAYE reconciling items to be solved.
- Relationship Building
- Assist with building and maintaining a unified and sound team.
- Assist with building working relationships across lines of business and with 3rd parties to achieve service excellence and effective resolution of problems.
- Personal Effectiveness
- Delivery through own efforts and through others.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
- Strong analytical skills, comfortable with understanding.
- Comfortable with ambiguity and independently developing effective ways of work .
Role Requirement
- Tertiary qualification or Bachelor of Commerce/equivalent degree required, with a good understanding of accounting principles.
- Minimum 5 years’ experience in a similar role required.
- Computer literacy – MS Office and Advanced Excel required.
- Financial services background.
- Advantage: Previous experience in Retirement (Pension/Provident) Fund industry
- Strong analytical skills.
Competencies
- Strategic
- Innovation
- Customer First
- Leading with Influence
- Collaboration
- Execution
- Personal Mastery
Skills
- Accounting, Action Planning, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (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
- 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
- Do you have experience in the financial services industry in financial planning and/or marketing?
- Are you passionate about making South Africa a better place for everybody by helping intermediaries to support their clients to plan for the future, prepare for the unexpected, and provide for their loved ones?
- Would you love to work for a company who, for 180 years, has been helping our clients and intermediaries do great things?
- Are you an entrepreneurial, ambitious individual?
- ANYONE, anywhere in South Africa, who answered “yes” to the above questions, are invited to submit their applications for the position of Broker Account Manager (BAM).
- The BAM role provides you with the opportunity to flex your business development and marketing skills while effectively determining your own rewards!
- This creates an excellent opportunity to build your own business, while still reporting and enjoying the benefits of working for a big Insurance company. The individual needs to be goal orientated, good with numbers and must have a will to win.
- This is a sales role. It undertakes third party marketing (selling) and relationships building with brokers. The BAM endeavours to increase Old Mutual’s market share by means of maximising business submission and retention to Old Mutual.
Role Qualifications:
- Experience in the financial services industry in financial planning and/or marketing
- A 3-year degree/diploma will be an added advantage
- Valid driver’s license and own transport
- Willingness to work for commission only
Skills
Competencies
- Customer First
- Executing
- Innovation
- Leading with Influence
- Learning
- Relating
- Strategic
Closing Date
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail