Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
A senior role responsible for strategically developing and managing OMIG’s client relationships with Discretionary Fund Managers (DFMs), Retail Fund of Funds (Retail FoFs), Linked Investment Service Providers (LISPs) and IFA Brokerages.
Key Result Areas
- Develop a detailed understanding of the market opportunity for OMIG in the wholesale retail market.
- Build OMIG’s brand as a leading provider of excellent local and global investment propositions for the DFM, Retail FoF, LISP and IFA brokerage segments (wholesale retail clients).
- Develop and manage relationships with wholesale retail clients.
- Develop an Account Management Plan for wholesale retail clients.
- Prepare Opportunity Plans for wholesale retail clients with the objective of converting them into buyers of OMIG’s investment propositions.
- Prepare Opportunity Plans for getting OMIG funds loaded on key platforms.
- Deepen OMIG’s relationships with DFMs and IFA brokerages in targeted regions across the country.
- Where appropriate, collaborate with the client team in Old Mutual Wealth to achieve favourable outcomes for OMIG.
- Oversee the design, review and preparation of Client, Business and Investment Documentation including Brochures, Due Diligence Questionnaires, Fund Facts Sheets, Presentations, Monthly and Quarterly Reports etc.
- Collaborate with the OMIG marketing team to ensure that OMIG has a strong brand presence at key retail industry events.
- Provide regular formal feedback on the status of client relationships in the wholesale market including Activities, Opportunities and Risks.
- Embrace the OMIG culture and be a value-adding member of OMIG’s Institutional and Wholesale Client team.
Requirements: Skills, Qualifications and Experience required
- Minimum of a tertiary qualification in a relevant field e.g. BCom, BBusSc, BSc. CFP qualification an advantage.
- Meets FAIS fit and proper requirements for an Authorized Representative
- Minimum 10 years’ experience in the asset management industry of which at least 2-3 years must have been in a senior client or investments related role.
- Demonstrable relationships with key IFAs and bulk asset allocators.
- Industry Knowledge, product positioning and sales abilities
Competencies
- Highly self-motivated to succeed
- Excellent inter-personal skills
- Strategic thinker and leader
- Strong technical knowledge of investments
- Planning and organizing
- Communication – verbal and written
- Excellent presentation skills
- Demonstrable client service orientation
- Innovative and solutions focused
Skills
Building Trust, Buying Process, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Sales Software, Upselling
Competencies
Builds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives Vision and PurposeEnsures Accountability
Education
NQF Level 9 – Masters
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.
The Old Mutual Story!
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.
Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
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