Fund And Investment Specialist

Fund and Investment SpecialistApply locations Pretoria time type Full time posted on Posted 2 Days Ago job requisition id JR-61590Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role is a third-party marketing role that supports and influences investment writing planners to place business with OM (Wealth, Max and Invest).
The Investment & Fund Specialist (IFS) endeavours to activate and increase the number of investment planners in the market and secure more business inflows/retention from these planners.
Typical focus areas for the IFS position will be:Empowering tied planners to market (sell) OM's Investment products/platforms to clients.Developing business development plans for a panel of advisers for up to 1 year.Supporting planners in their practice (i.e.
: PGP tool, coaching etc) by supporting sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and market updates.Assisting to identify business development and product marketing opportunities.Supporting the execution of efficient administration/processing of business.Assisting Product Management, Product Marketing, and/or Distribution Marketing on the rollout of product marketing strategy in the regions.Providing input into the design of new products and enhancements to existing products.Planning and delivering formal presentations to channels, advisors, and clients.Managing product marketing events, in order to strengthen the Old Mutual profile in regions.Compiling and controlling the regional product development budget.CUSTOMERS and PARTNERS(Key receivers of work)Tied plannersPFA/AFD management: PGM/RM/BM/FPCRMNational Head: Investment & Fund Specialist (OMW)Regional Head: Investment & Fund Specialist (OMW)Business/Advice Coaches (OMW)Investment providers (OMI, OMIG, OMMM, Private Clients, Treasury, TFP, DFM)Product Providers: (OMW, MAX, OM Invest, OMUT, S and I)Legal and ComplianceIT (related to the tool support)Business:Sound Financial Services Industry KnowledgeProduct Knowledge (OM and competitors) ~ primarily InvestmentsFinancial planning processes and principlesFinancial market instruments, vehicles, indicators and measurement toolsRelevant regulatory legislation and compliance knowledgeSound legal technical knowledge (linked to products/compliance)New business processDistributions channel marketing and segmentation principles/model (incl.
Value propositions, alternative models, franchise' etc)Experience and Qualification:Financial Services experience (Sales and Distribution).Sales, marketing or industry support background (3 years +)Tertiary education (degree/diploma in business/commerce/financial planning)CFP (strong recommendation).Responsible for driving the development of new business opportunities/initiatives either for existing business units or in the process of setting up new business units.ResponsibilitiesBusiness DevelopmentParticipate in formulating the strategy and identifying, evaluating, and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle.
Transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities.Customer Needs ClarificationConsult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements.Customer Relationship Development / ProspectingDevelop and implement a relationship management plan for strategic, complex potential accounts to build key relationships at local and national levels.
Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.Customer Relationship Management (CRM) DataEnsure that an internal function and/or a cross-functional customer account team maintains high-quality customer information; monitor and review information quality to ensure that it is fit for purpose.
Provide user input to the development or improvement of the CRM system to ensure that it meets immediate and longer-term business needs.Sales Opportunities CreationDevelop a personal network of senior managers within the business sector and represent the organization at business sector events.
Obtain market intelligence, promote the organization, and enhance its reputation.Sell Customer PropositionsLead a cross-functional internal team (e.g., technical, commercial, and legal) to configure a complex tailored or bespoke product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs at a national/key operating-unit level.
Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met at an acceptable level of profitability and cash flow, or, alternately, review and authorize complex sales proposals from team members that deviate from standard terms, escalating issues to senior management where appropriate.Customer Relationship Management / Account ManagementDevelop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels.
Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.Operational ComplianceEnsure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.Personal Capability BuildingAct as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function.
Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.SkillsBuilding Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Insight Generation, Sales Closing Techniques, Sales Data Management, Sales Software, Strategy Development, Strengthening Customer RelationshipsCompetenciesAction Oriented, Builds Networks, Business Insight, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability, Instills TrustEducationNQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalentClosing Date30 December 2024, 23:59The 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.Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.All prospective employees are required to disclose their vaccination status as part of the recruitment process.Please refer to the Old Mutual's Covid-19 vaccination policy for further detail.
Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.The Old Mutual Story!
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