Relationship Manager
Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Experience knowledge & skills required:
Grade 12 with Insurance Level IV qualification.
Relevant tertiary qualification
5 8 years experience in Underwriting and leading a team of Portfolio Managers.
3 5 years experience in short term insurance sales.
Job Responsibilities
Financial Management and Control
Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Risk Scenario Modeling
Analyze and assess the risks associated with products individual applications new business areas and the market to quantify risk and ensure it is within the agreed risk appetite.
Data Collection and Analysis
Conduct research using primary data sources and select information needed for the analysis of key themes and trends.
Financial Policies Guidelines and Protocols
Contribute to the development and delivery of financial policies guidelines and protocols to ensure the company complies with regulations and good financial practice.
Investment Management
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Recommendations
Advise managers how to apply a wide variety of existing procedures and precedents.
Internal Communications
Help others get the most out of internal communications systems by offering support and advice.
Information and Business Advice
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies referring issues to others where necessary for interpretation of policy.
Document Preparation
Edit document in line with organizational style guidelines and prepare information for publication.
Internal Client Relationship Management
Build effective working relationships within the internal client organization delivering highquality professional services with guidance from senior colleagues.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology external regulation and industry best practices through ongoing education attending conferences and reading specialist media.
Skills
Accounting Action Planning Analytics Software Budget Management Client Management Computer Literacy Data Classification Data Compilation Evaluating Information Numerical Aptitude Oral Communications Policies & Procedures Professional PresentationCompetencies
Business InsightCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityEducation
NQF Level 7 Degree Advance Diploma or Postgraduate Certificate or equivalentClosing Date
08 May 2025 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.
The Old Mutual Story!
Required Experience:
Manager
Employment Type
Full Time
