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    Investment Specialist - Cape Town, South Africa - Old Mutual

    Old Mutual
    Old Mutual Cape Town, South Africa

    5 days ago

    Old Mutual background
    Full time
    Description

    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)

    Closing Date

    13 May 2024
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