Relationship Manager

Old Mutual; Paarl; On-site; ZAR 40 000 - 80 000; Full time

Job summary

An established industry player is seeking a skilled Underwriter with extensive experience in leading teams and managing portfolios. This role involves financial management, risk assessment, and investment analysis to drive strategic decisions. The ideal candidate will thrive in a collaborative environment, leveraging their expertise to enhance internal communications and client relationships. Join a forward-thinking company committed to harnessing the African opportunity and fostering diverse talent. If you are passionate about making a significant impact in the insurance sector, this is the perfect opportunity for you.

Qualifications

• 5-8 years in Underwriting and leading a team of Portfolio Managers.
• 3-5 years in short-term insurance sales.

Responsibilities

• Analyze and assess risks associated with products and market.
• Develop and amend investment models for portfolio management.
• Conduct research and analyze key themes and trends.

Skills

Accounting

Action Planning

Analytics Software

Budget Management

Client Management

Computer Literacy

Data Classification

Data Compilation

Evaluating Information

Numerical Aptitude

Oral Communications

Policies & Procedures

Professional Presentation

Education

Grade 12 with Insurance Level IV qualification

Relevant tertiary qualification

NQF Level 7 - Degree, Advanced Diploma, or Postgraduate Certificate

Tools

Analytics Software

Job description

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

Experience, knowledge & skills required:

• Grade 12 with Insurance Level IV qualification.
• Relevant tertiary qualification.

5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.

3 – 5 years' experience in short-term insurance sales.

Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.

Job Responsibilities

• Financial Management and Control: Work within established systems to deliver prescribed outcomes for a designated area of financial control.
• Risk Scenario Modeling: Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
• Data Collection and Analysis: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
• Financial Policies, Guidelines, and Protocols: Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
• Investment Management: Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
• Recommendations: Advise managers on how to apply a wide variety of existing procedures and precedents.
• Internal Communications: Help others get the most out of internal communications systems by offering support and advice.
• Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies, referring issues to others where necessary for interpretation of policy.
• Document Preparation: Edit documents in line with organizational style guidelines and prepare information for publication.
• Internal Client Relationship Management: Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Personal Capability Building: Develop own capabilities through participation in assessment and development planning activities, formal and informal training, and coaching; maintain or gain external professional accreditation where relevant; stay updated on relevant technology, regulations, and industry best practices through ongoing education, conferences, and reading.

Skills: Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies: Business Insight, Collaborates, Communicates Effectively, Decision Quality, Ensures Accountability, Financial Acumen, Instills Trust, Manages Complexity

Education: NQF Level 7 - Degree, Advanced Diploma, or Postgraduate Certificate or equivalent

Closing Date: 08 May 2025, 23:59

Note: The 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!