Client Associate-1

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The incumbent will be part of a dynamic team that is responsible for servicing OMIG’s wholesale retail clients and prospective clients i.e. DFMs, Rretail FoFs, LISPs and IFA Brokerages. The role requires a combination of skills, including proposal and brochure writing and a strong technical understanding of investments. The successful candidate will get exposure to a wide range of functions across the business. The role requires interaction with people at all levels from across the business.

Key Result Areas

• Compile investment proposals, questionnaires, brochures and capability documents
• Maintaining a repository of relevant and accurate information on OMIG and investment capabilities
• Managing client due diligences and report-backs, ensuring an efficient process in preparation and reviewing material
• Take ownership of presentations specific to your client segment
• Interpret and manage client queries and respond professionally
• Develop, evaluate, monitor and make recommendations on client material to showcase funds and capabilities
• Support relevant representation of capabilities on the website and surveys
• Assist with managing take-ons and terminations
• Reviewing fact sheets and reports content and ensure high quality and accuracy
• Develop high quality investment content for review and signoff
• Manage assigned projects to enhance efficiencies.
• Attend client report-backs and due diligence meetings from time to time

Requirements: Skills, Qualifications and Experience required

• BCom degree or similar
• 5 years investments related experience
• Computer literacy
• Experience in client communication and needs analysis
• Well-developed written and verbal communication skills (English)
• Passion for investments
• Understanding of investment performance and market surveys

Competencies

• Investment Knowledge: A strong technical understanding of OMIG's investment capabilities is essential to effectively create and manage investment-related documents and materials.
• Communication Skills: Well-developed written and verbal communication skills, particularly in English, are crucial for drafting proposals, brochures, and engaging with clients and professionals at all levels.
• Content Development: The ability to develop high-quality investment content is vital for creating materials that effectively showcase funds and capabilities.
• Client Focus: Competency in client communication, needs analysis, and managing client queries are necessary for maintaining positive client relationships and efficiently addressing their enquiries.
• Data Management: Managing a repository of relevant and accurate information on OMIG and investment capabilities requires strong data management and organisation skills.
• Efficiency and Project Management: Effective project management skills are needed to manage assigned projects aimed at enhancing efficiencies within the role.
• Analytical Skills: The Client Associate should have the ability to interpret and analyse client data and market surveys to make recommendations for improving client materials.
• Computer Literacy: Proficiency in relevant software and tools for document creation, data analysis, and reporting is important for this role.
• Passion for Investments: A genuine passion for investments is desired as it can drive motivation and engagement in the role.
• Teamwork: The ability to work effectively as part of a team and collaborate with professionals across various functions is important for success in this role.
• Flexibility: Given the wide range of functions and interactions involved, adaptability and flexibility in approach and tasks are valuable competencies.
• Presentation Skills: The Client Associate should have the ability to present business-related content during client report-backs and due diligence meetings when a back-up is required.

Skills

Action Planning, Adaptive Thinking, Analytical Thinking, Budget Management, Business Case Development, Current State Assessment, Data Analysis, Data Compilation, Data Modeling, Evaluating Information, Gaps Analysis, Policies & Procedures, Project Performance Management (PM), Solution Analysis

Competencies

Communicates EffectivelyCultivates InnovationDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work Processes

Education

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

Closing Date

30 April 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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