Fund and Investment Specialist

Port Elizabeth - South Africa

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Lets Write Africas Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth Max Invest and S&I). The Fund & Investment Specialist (FIS) endeavours to activate and increase the number of investment planners in the market secure more business inflows and increase net client cash flow from these planners. We are looking for an incumbent to join our team in Gqeberha.

The role includes the following responsibilities:

Empowering tied planners to market (sell) Old Mutuals Investment products /platforms to clients.
Develops business development plans for 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.
Support the execution of efficient administration/processing of business.
Assists Product Management Product Marketing and/or Distribution Marketing on the roll out of product marketing strategy in the regions.
Gives input into design of new products and enhancements to existing products.
Plans and delivers formal presentations to channels advisors and clients.
Manages product marketing events in order to strengthen the Old Mutual profile in regions.
Compiles and controls regional product development budget

These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.

Qualifications and Experience required:

3 years Financial services experience (Sales and Distribution Marketing or Industry related background)
Tertiary education (degree/diploma in business/commerce/financial planning)
CFP (Advantages).
Experience with Advice/Investment tools CRM systems as well as MIS Dashboard.
The role entails extensive traveling (up to 70%)
Sound Financial Services Industry Knowledge
Product Knowledge (OM and competitors) primarily Investments
Financial planning processes and principles
Financial market instruments vehicles indicators and measurement tools
Relevant regulatory legislation and compliance knowledge
Sound legal technical knowledge (linked to products/compliance)
New business process
Distributions channel marketing and segmentation principles/model (incl. Value propositions alternative models franchise etc)

Skills

Action Planning Assessment Budget Control Builds Rapport Categorizing Data Client Management Customer Analytics Database Reporting Data Classification Data Collection Methods Direct Selling Financial Modeling Information Retrieval Initiates Compelling Sales Conversations Market Analysis Marketing Commercialization Negotiation Tactics Oral Communications Policy and Regulation Prioritization Risk Management Services Management and Development Understands Buying Influencer Needs

Competencies

Action Oriented

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Courage

Customer Focus

Drives Results

Education

NQF Level 7 - Degree Advance Diploma or Postgraduate Certificate or equivalent (Required)

Closing Date

25 September 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.

The Old Mutual Story!

Required Experience:

Unclear Seniority

Lets Write Africas Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role is a business development role that supports and influences tied financial planners to place business with OM (Wealth Max Invest and S&I). The Fu...