Investment Specialist at Old Mutual South Africa

Job Description

• This role is responsible for managing a portfolio of existing clients with a view to retaining and growing the business and is individually accountable for achieving results through own efforts, over periods of 3 months to a year.
• Manages a portfolio of existing large Corporate clients
• Responsible for retention of assets for existing clients
• Manages all contracted client deliverables
• Manages various levels of client relationships
• Develop proactive retention strategies for key clients
• Provide investment report backs to boards of Trustees, Manco’s, Employers and Intermediaries
• Address all client Investment queries within SLA requirements
• Reduce levels of risk by proactively addressing areas of concern
• Provide alternative solutions with dissatisfaction of current products
• Collaborates effectively with internal stakeholders and third parties as determined by client needs to achieve retention results
• Where possible, grows the share of wallet per client
• Markets new and enhanced products to clients

Skills, Qualifications and Experience required:

• Matric and relevant business or financial degree
• 3-5 years’ experience in investments
• Experience in managing large clients
• Excellent presentation skills, communication skills and stakeholder management experience.

Skills

• Investments, Stakeholder Management, Strong Communication & Presentation skills

Education

• Bachelors Degree (B)  (Required)