Head of Investments and Fund Solutions
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description Old Mutual Wealth is looking to position itself as a South African business that provides global solutions (local and international) to its targeted client base and is looking for an experienced and astute Head of Investments and Fund Solutions Leader to join the business. The role will manage the provision of global fund solutions required to ensure great advice and outcomes.
Key responsibilities include: To grow the OM Wealth business through the development and management of the investment and fund solutions (including but not limited to the OMUT fund range) which are offered to Wealth's targeted client base. This includes the development of integrated local and international investment solutions.Develop local and international investment solutions/funds that meet client needs – aligned to advice models as well as discretionary investments. This includes building and managing, in conjunction with OMW partners especially OMMM and Private Clients, buy lists and model portfolios and other strategies which will improve and increase OMW's perception as an investment destination.Engage advisor and clients in researching needs; positioning investment and fund solutions and growing the OM Wealth business.Collaboration with business development, PWM, Adviceworx, OMMM, TFP and Private Clients to ensure that the fund solutions are market leading and attractive.To manage the fund solutions team in order to efficiently deliver and implement the OMW investment and product strategy.Investment solution development – the local and international fund range available to the market needs to enable growth in AUM as well as growth in revenue. This is especially required in the OMI business.To implement and drive the OMW investment proposition internally and externally.Engage with the Wealth distribution businesses to understand the market needs and assessment of existing solutions.Ensure the pricing of the fund solutions is competitive while still delivering targeted margins. This will also include fee negotiations with partner asset managers.Qualification, Skills and Experience Actuarial or Investment related qualificationManagement experience in retail investing environment or asset managementBusiness development or sales experienceBusiness strategy related qualifications or experienceInvestment and fund solutions development experienceWealth management experienceDiscretionary fund management experienceFamiliarity with tied and independent financial advice modelsFais Cat 1 license approvalExperience as an authorized signatory, KI and Rep in an asset manager or life companyClosing Date 02 January 2025 , 23:59
The 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. About UsOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
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