Cape Town Employee Benefits Relationship Manager

Old Mutual Limited; Cape Town; Hybrid; ZAR 550,000 - 850,000; Full time

Job summary

Old Mutual Limited in Cape Town is seeking an Employee Benefits Broker Consultant to manage broker relationships and drive growth for Old Mutual Corporate solutions. You will develop intermediary strategies, identify opportunities, and support brokers in delivering value to clients.

The role emphasizes business development, portfolio management, and effective relationship management within a hybrid work setup at Pinelands. FAIS compliance and potential CFP designation are beneficial.

Qualifications

• NQF Level 6 qualification or equivalent.
• RE5 Qualification (preferred).
• Bachelor's Degree (preferred).
• FAIS compliant.
• Certified Financial Planner (CFP) designation would be advantageous.

Responsibilities

• Business Development: market Old Mutual Corporate products to intermediaries and clients; identify new business opportunities; achieve growth targets.
• Portfolio Management: develop intermediary account strategies; review performance; manage and service relationships.
• Relationship Management: build and strengthen relationships with intermediaries; facilitate collaboration with internal stakeholders.
• Team Effectiveness: balance priorities; drive accountability, governance, and high performance.

Skills

Business Development

Strategic Account Management

Portfolio and Relationship Management

Negotiation and Influencing Skills

Presentation and Facilitation Skills

Communication Skills

Networking

Problem Solving and Decision Making

Data Analysis and Reporting

Education

NQF Level 6 qualification

RE5 Qualification

Bachelor's Degree

FAIS compliance

Certified Financial Planner (CFP) designation

Tools

CRM Systems

MS Office Suite

Job description

Old Mutual Limited in Cape Town is seeking an Employee Benefits Broker Consultant to manage broker relationships and drive growth for Old Mutual Corporate solutions. You will develop intermediary strategies, identify opportunities, and support brokers in delivering value to clients.

The role emphasizes business development, portfolio management, and effective relationship management within a hybrid work setup at Pinelands. FAIS compliance and potential CFP designation are beneficial.