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Wealth Specialist - Old Mutual Namibia

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Wealth Specialist

Old Mutual Namibia

Windhoek

Company Details


Mutual Tower, 223 Independence Avenue,

Windhoek, Namibia

061 299 3999

Experience


3+ Years

Job Type


Full-Time

Closing Date


06 November 2024

Job Specification

  • Understanding and providing support on the Old Mutual Wealth investment philosophy, process, tools, and strategies.
  • Understanding and providing 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 distribution channels to identify 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 distribution channels, their support staff, and clients.
  • Developing and maintaining relationships with distribution channels.
  • Planning and delivering formal presentations to distribution channels and clients.
  • Managing product marketing events to strengthen the Old Mutual Wealth profile.
  • Keeping up to date with product developments in the financial services industry and on local and international financial markets.

QUALIFICATIONS & EXPERIENCE

  • Namibian Citizenship
  • Bachelor of Commerce (NQF 7) is essential
  • Minimum 3 years of 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
  • Be team-oriented

The company ONLY accept applications via their career portal. Interested candidates can apply via the link below:

Apply online via: Old Mutual Career Portal


Closing Date: 06 November 2024


Need Help drafting up your CV and/Application Letter? Contact us and we will help you


Our Services and their Price Lists

- CV = N$ 100.00

- Application Letter = N$ 70.00

- CV + Application Letter = N$ 150.00

- Merging all documents into one (1) PDF File = N$30.00

- LinkedIn Profile Update/Optimization = N$150.00

- Career portals Account SignUp/Online Account Creation = N$ 100.00 per account

- Online Application (On career portals) = N$ 50.00 per post

- Account Sign-up + Online Application (1) = N$130.00

Get Our CV Package:

Fee: N$500.00

Package Includes:

- CV Revamp

- Two (2) Electronic CV. One (1) PDF and One (1) Word (Editable) (in the USB sticker, (We’ll provide the USB Sticker)).

- Merge all documents to the NEW CV.

- Five (5) Hard Copies (Color)

Contact Details:


Phone: +264 81 220 3109

Email: info@jobsnamibia.net

* For your application to standout, you'll need to have a profesional written CV and Application Letter. Contact us on the contact details provided above and we'll help you draft them up.

Click here to view our CV Layout


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