
Manager – Investment Consulting
2 weeks ago
Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
na
Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.We are on the lookout for a seasoned Investment Manager to become a part of our dynamic team for the Investment Consulting business within Symmetry.
The ideal candidate will be instrumental in consulting with high-calibre investment clients, including those holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. In addition institutional and retail clients would also be in the remit of the investment consulting capability.
The role includes the following responsibilities:
- Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.
- Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.
- Assist clients in constructing and managing their investment portfolios.
- Provide guidance on asset allocation to optimize investment performance.
- Maintain and build strong relationships with industry professionals and financial advisors and investment consultants.
- Ensure all investment strategies comply with regulatory requirements.
- Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.
- Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.
- Build and maintain strong client relationships, providing high-quality service and expert investment guidance.
- Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.
- Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.
- Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.
- Stay updated on market trends and provide insights to team and clients.
These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- CA / CFA / MBA - Post Grad in Financial Industry.
- High level of accountability and ownership
- Excellent interpersonal and communication skills
- A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, or equivalent).
- 10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.
- Multi Management 3+ years.
- Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.
- Exceptional analytical skills, with the ability to interpret complex financial data and market trends.
- Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.
- Proficiency in financial software and tools.
Skills
Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical AptitudeCompetencies
Business InsightCollaboratesCustomer FocusEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityOptimizes Work ProcessesEducation
NQF Level 8 - Honours or Postgraduate Diploma or equivalentClosing Date
11 September 2025 , 23:59The 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
-
MFC Retentions Consultant
2 weeks ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $40,000 - $60,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.The MFC Retentions Consultant will be responsible for contacting clients who have opened new risk policies with the Direct Marketing contactcentre that have upcoming debit order dates.Key Responsibilities Include:Confirming the...
-
MFC Sales Manager
1 week ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $80,000 - $120,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThe role of a Sales Manager is one that demands utmost professionalism, integrity and a customer-centric approach. The Sales Manager commands the respect and trust of those customers who are entrusting their and...
-
MFC Retentions Consultant
2 weeks ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $104,000 - $130,878 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThe MFC Retentions Consultant will be responsible for contacting clients who have opened new risk policies with the Direct Marketing contactcentre that have upcoming debit order dates.Key Responsibilities...
-
Consultant Customer Care
2 days ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $60,000 - $80,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionPurpose: Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to...
-
OMF Service Centre Consultant
4 days ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $40,000 - $60,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaA customer service professional responsible for engaging with customers via inbound and outbound voice calls, as well as Omni-channel platforms including Email, SMS, WhatsApp, Web Chat, and Voice. The role...
-
Risk and Performance Analyst
1 week ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $90,000 - $120,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaAs a Risk and Performance Analyst, you will support the delivery of investment risk and performance insights across OMIG's fund range. You'll assist in preparing high-quality risk and performance reports, enhance...
-
Senior Actuarial Supervisor
1 week ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $250,000 - $500,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionWe have an exciting opportunity available for someone who is passionate about managing market-leading Investment solutions in a dynamic environment. We are looking for a driven leader to help us grow and maintain...
-
Client Relationship Manager
2 weeks ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time $90,000 - $120,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaAn exciting opportunity exists for a Client Relationship Manager (CRM) who will be responsible to manage, investigate, and resolve customer complaints in line with the Complaints Management Framework, ensuring...
-
Auto Electrician
2 weeks ago
Pinelands, Northern Territory, Australia Apprise Consulting Pty Ltd Full time $70,000 - $75,000 per yearWith over 40 years of experience Tristar Industries is an innovative Australian owned manufacturer of door opening side Tipping Semi-Trailers, Water and Fuel Tanks, Flat Tops, Low Loaders, Dollies, Step Decks, Cattle Crates and other Transport, Mining and Heavy Earth-Moving related equipment. Tristar Industries currently operate four large fabrication sheds,...
-
Senior Administration Specialist
2 weeks ago
Pinelands, Northern Territory, Australia Old Mutual Limited Full time 400,000 - 800,000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaThis role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is...