Old Mutual Limited

Financial Planning and Analysis

• Championing our valued customers to achieve their lifetime goals
• Identifying their financial needs
• Providing sound financial advice
• Recommending and implementing financial plans and solutions

Aspiring Financial Adviser

• Championing our valued customers to achieve their lifetime goals by identifying their financial needs
• Providing sound financial advice
• Recommending and implementing "fit for purpose" financial plans and solutions

Financial Adviser

Backend Engineer

• championing our valued customers to achieve their lifetime goals by identifying their financial needs
• providing sound financial advice
• recommending and implementing "fit for purpose" financial plans and solutions

• Championing our valued customers to achieve their lifetime goals
• Identifying their financial needs
• Providing sound financial advice
• Recommending and implementing fit for purpose financial plans and solutions

Product Designer

• Define and evolve the bank’s UX vision and design principles aligned to business strategy and brand.
• Ensure a high-quality of UX delivery across the app’s customer journeys.
• Lead and grow a multidisciplinary UX Chapter.
• Act as a senior UX voice in product and delivery forums.
• Establish scalable research and insight practices that inform decision-making.
• Ensure all UX practices and designers comply with regulatory, legal, and accessibility requirements.

Head of User Experience

• Advancing Financial Adviser Campaign at Old Mutual, focusing on consultative selling and customer relationship management
• Build and maintain relationships with clients in a diverse market
• Provide professional advice on financial services and products

Financial Adviser Campaign – Northern

• Advise clients on financial products and services
• Develop and maintain client relationships
• Assess clients' financial needs and goals
• Provide tailored financial advice to align with client objectives
• Manage client portfolios and ensure satisfaction

Financial Adviser Campaign

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions.
• Receive visitors and assist with various requests for information.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers.
• Develop and implement a relationship management plan for potential customer accounts.
• Develop knowledge and understanding of the organization's policies and procedures to ensure own work adheres to those standards.
• Monitor and assess sales and market data for specific geographic regions.

Financial Advisor

• Provide financial advice to clients
• Assist clients in achieving their financial goals
• Conduct client meetings and presentations
• Build and maintain strong client relationships
• Remain informed about financial products and market trends

• Craft financial strategies for clients
• Provide expert advice on financial products
• Manage client relationships and ensure satisfaction
• Stay updated on market trends and regulations
• Collaborate with team members to deliver optimal service

Financial Adviser – Advancing Campaign

• Advise clients on financial matters
• Build and maintain relationships with clients
• Identify and pursue sales opportunities
• Conduct consultations and provide recommendations

Solutions Engineer

• Perform planning aligned to business objectives on key solutions and objectives
• Lead solution requirements gathering
• Develop and oversee segment architecture views
• Lead and review conceptual, logical, and detailed designs
• Identify, assess, and mitigate risks at solution architecture level
• Establish and provide solution architecture guidance and tools to delivery teams

Senior Solution Architect

Sales

• Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements
• Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services
• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department
• Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers
• Manage ongoing relationships with identified customer segments to ensure their needs are met
• Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs
• Develop a personal network within the business sector and represent the organization at business sector events
• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members
• Oversee an operational area with guidance from senior colleagues
• Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships
• Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support

Aspiring Financial Adviser

Financial Adviser

Aspiring Financial Adviser

Aspiring Financial Adviser

Financial Adviser

Financial Adviser

Head of User Experience

Financial Adviser Campaign – Northern

Financial Adviser Campaign

Financial Advisor

Financial Adviser

Financial Adviser – Advancing Campaign

Financial Adviser

Senior Solution Architect

MFC Sales Manager