Old Mutual Limited

Manager

• Provide sales management for an experienced team
• Ensure team’s profitability by managing results, resources, and risks
• Interact with successful financial advisors
• Coach and develop financial advisors
• Build and sustain a productive team
• Assist with recruitment into team of quality established advisors
• Develop and implement a local marketing plan
• Manage the application of PFA’s sales process
• Oversee existing business processes (i.e., conservation, outstanding business, financing, administration, and client care)

Business Manager

Financial Planning and Analysis

• Champion valued customers to achieve their lifetime goals
• Identify financial needs and provide sound financial advice
• Recommend and implement 'fit for purpose' financial plans and solutions
• Responsible for the procurement of new business and expand sales with existing customers

Commissioned Financial Adviser

Account Executive

• Champion new business acquisition by formulating sales plans
• Drives revenue generation by negotiating sales deals with channel partners
• Meet set customer acquisition , activation and retention targets
• Analyses merchant/channel performance, potential and viability and recommends appropriate action
• Prospects for and carries out regular trade merchant/channel visits
• Identifies gaps to achieve set distribution benchmark

• Define your own destiny as an adviser
• Forge a unique career path with world-class tools and support
• Empower customers with financial advice and quality service

Financial Adviser

• Provide advice on a specific range of products
• 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
• Set clear objectives for each sales call or meeting
• Develop and implement a relationship management plan for potential customer accounts
• Develop knowledge and understanding of the organization's policies and procedures
• Monitor and assess sales and market data for a specific geographic region
• Develop a personal network within the business sector
• Conduct research and select relevant information to enable analysis of key themes and trends
• Demonstrate understanding of the value of networking

Financial Advisor

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

Risk

• Assist Risk Officers to ensure that risk processes occur at business unit level.
• Track progress against budgets and report variances.
• Conduct research and select information for analysis.
• Draft policies and procedures to ensure compliance.
• Ensure the organization is not exposed to undue risks.
• Analyze risks associated with products and applications.
• Advise on designing new processes and systems.
• Contribute to preparation of data and analytics reports.

Risk Analyst

• As a Credit Quantitative Risk Analyst, you will play a vital role in analysing credit data, developing credit models, and supporting credit risk management processes.
• Your responsibilities will involve quantitative analysis, risk modelling, and providing insights to optimise lending practices.
• You’ll work closely with senior analysts and contribute to the bank’s credit risk assessment.

Credit Quantitative Risk Analyst

Data Analyst

• As a Senior Credit Quantitative Analyst, you will play a critical role in the development, optimisation, and ongoing monitoring of credit origination and underwriting strategies.
• Apply advanced quantitative analysis and credit risk expertise to support responsible growth, profitability, and portfolio quality across lending products.
• Drive the development, analysis, and continuous improvement of credit origination strategies.
• Own and optimise scorecard cut-offs, banding strategies, and decision thresholds to balance approval rates, risk, and profitability.
• Design, implement, and maintain credit policy rules across originations, ensuring robust risk controls and regulatory compliance.
• Monitor key origination and early-life performance metrics.

Senior Credit Quantitative Analyst

• Unleash your potential and be your exceptional best every day.
• Collaborate within a team to provide quality financial advice.
• Build and maintain relationships with clients to foster trust and loyalty.
• Meet targets through effective consultative selling techniques.
• Participate in ongoing training and development programs.

Branch Financial Adviser

• Operate as a Personal Financial Adviser upon successful completion of the Adviser Academy Learning Programme.
• Build and maintain strong relationships with clients.
• Advise on financial products and services to meet clients' needs.
• Develop a clientele base for ongoing business.