Windhoek, Namibia
2 days ago
Wealth Specialist (OMAO)

Lets Write Africa's Story Together!

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

Job Description

Minimum Requirements:


• Namibian Citizenship;
• Tertiary Qualification is essential;
• Minimum 3 years Experience in Financial Services and the investment environment;
• Must have a passion for Investments Business and Sales;
• CFP and/ or CFA and / or MBA will be an added advantage;
• Must have a strong client focus, with enterprise innovation;
• Excellent relationship management skills;
• Excellent communication skills;
• Ability to gain commitment and buy-in from other stakeholders;
• Excellent planning and organizing skills;
• Must have excellent technical knowledge; and
• Be team orientated.


Job Description:


• Understanding and providing support on the Old Mutual Wealth investment philosophy, process, tools and strategies;
• Understanding and proving support on the rationale, construction and management of all Old Mutual Wealth Strategy Funds and other Old Mutual Investment Group funds or external funds available on the Old Mutual Wealth Namibia platform;
• Partnering with the distribution channels in identifying opportunities within the markets
• Working closely with all relevant Old Mutual Wealth resources in Namibia and South Africa to ensure effective delivery of the Old Mutual Wealth Namibia value proposition to the distribution channels, their support staff and clients;
• Develops and maintains relationships with distribution channels;
• Planning and delivering formal presentations to the distribution channels and clients;
• Manages product marketing events in order to strengthen the Old Mutual Wealth Profile; and
• Keeping up to date with product development in the financial services industry and on local and international financial markets.

Consults, advises and presents alternatives to the marketing managers on possible course of action, including identifying new business opportunities. Responsible for the design, development and execution of Direct Marketing & Lead Campaigns.

ResponsibilitiesBrand Positioning

Assist in achieving brand positioning and contribute ideas to brand plans.

Marketing Campaign Development

Coordinate activities of subcontractors and suppliers and act as their primary point of contact while working within an established contract to deliver successful advertising, promotion, and other marketing campaigns.

Cost Management

Manage costs (including managing budgets, identifying variances, valuing completed works, and overseeing supplier payments) to help control costs and ensure value for money.

Supplier Management

Monitor, review, and highlight any gaps in the performance of a portfolio of smaller suppliers to recommend and ensure delivery of improvements by suppliers or to renegotiate or change contract/supplier.

Events Development and Design

Contribute to the generation of new ideas and topics for conferences and events; develop detailed proposals and business cases that support company marketing plans.

Brand Strategy and Effectiveness

Manage brand(s) and implement brand plans within brand guidelines, and analyze and report on brand effectiveness to the business.

Marketing Communications

Contribute to the development and delivery of marketing communications campaigns across all media to support the business plan and increase sales.

Marketing Impact Assessment

Collect customer and market data that contributes to the review of marketing activities.

Multiagency Work

Work collaboratively with other professional teams and over organizational boundaries to ensure service users experience cohesive and seamless support to meet their needs.

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

Action Planning, Brand Development, Campaign Management, Contract Management, Customer Value Proposition Development, Data Compilation, Data Management, Executing Plans, Functional Expertise, Global Procurement, Inventory Management Software, Legal Practices, Media Management, Oral Communications, Target Market Segmentation

Competencies

Business InsightCollaboratesCommunicates EffectivelyCultivates InnovationEnsures AccountabilityFinancial AcumenManages ComplexityManages Conflict

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

06 July 2025 , 23:59

The Old Mutual Story!

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