
Website Old Mutual
Job Responsibilities:
- Compiles and does client reporting and report backs for clients for their investment committee meetings
- Any other adhoc requests
- Does background research, assists in developing a suitable response and conduct viability assessments of a range of potential solutions
- Takes responsibility for investigating new initiatives for a particular segment or a particular identified opportunity
- Ensures efficient administration and reporting to clients
- Assists with management reporting
- Conducts presentations to introduce new initiatives and ensures buy-in
- FIA and AML responsibilities to ensure the legislation requirements are adhered to
- Assisting, updating and carries out due diligence exercises
- Client & business compliance packs for FIA, AML & signatories review and updating
- Drives sales and new business
- Ensuring service providers has up to date information e.g. signatories, directors, etc
- Ensures that the approved solution is effectively implemented and refined over medium term after initial launch
- Compile business case for new initiatives, which includes all business imperatives such as systems and other resources, distribution models, marketing plans, etc
- Assists with compliance monitoring and internal and external audits
- Performs market and competitor analysis
Job Requirements:
- Good communication and presentation skills
- Good networking skills
- Strong technical skills
- Namibian citizen
- Highly motivated and self-starter
- Well organized and dynamic
- Computer literacy
- Relevant Business Degree or Diploma with 2-3 years financial and/or investment experience
- Work under pressure and work independently
Job Details:
Company: Old Mutual
Vacancy Type: Full Time
Job Location: Gauteng, South Africa
Application Deadline: N/A
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