Associate OMCC Consultant at Old Mutual

Supports OMCC Consultant to deliver all contracted client deliveries. Provides OMCC consultant with input to client strategy Supports OMCC consultant to deliver on the client strategy. Supports retention of existing business by ensuring services are met to the required agreed standards (SLA). Supports the new business take on function. Builds, enhances and manages client relationships through service delivery. Prepares the agenda and meeting pack for meetings Prepares investment/consulting reports/reviews for OMCC Consultant. Ensures that team is equipped with necessary documentation to proceed with meetings including printing and binding of necessary documentation. Attends meetings with OMCC Consultant. Takes minutes at meetings and produces the minutes after meetings. Co-ordinates and manages action items resultant from meetings. Liaises with and negotiates deadlines with relevant parties. Provides support to OMCC consultant/s including arranging and managing meetings and functions, receiving and handling calls, preparing presentations and other tasks.

Responsibilities
Skills and Experience

• 2-3 years experience in a similar role

Education

• Bachelor of Commerce (BCom) (Required), Certificate In Wealth Management (Required)