Wealth Specialist (m/f)

Old Mutual

Old Mutual is recruiting a Wealth Specialist (m/f), to be based in Windhoek, Namibia.
  • This role is accountable for directing and managing all the investment marketing activities of the organization. The incumbent is individually accountable for achieving results through own efforts, over periods of up to a year
  • Understanding and providing support on the Old Mutual Wealth investment philosophy, process, tools and strategies
  • Understanding and proving support on the rationale, construction and management of all Old Mutual Wealth
  • Strategy Funds and other Old Mutual Investment Group funds or external funds available on the Old Mutual Wealth Namibia platform
  • Partnering with the distribution channels in identifying opportunities within the markets
  • Working closely with all relevant Old Mutual Wealth resources in Namibia and South Africa to ensure effective delivery of the Old Mutual Wealth Namibia value proposition to the distribution channels, their support staff and clients
  • Develops and maintains relationships with distribution channels
  • Planning and delivering formal presentations to the distribution channels and clients
  • Manages product marketing events in order to strengthen the Old Mutual Wealth Profile
  • Keeping up to date with product development in the financial services industry and on local and international financial markets
  • Namibian Citizenship
  • Tertiary Qualification is essential
  • Minimum 3 years experience in Financial Services and the investment
  • Must have a passion for Investments Business and Sales
  • CFP and/or CFA and/or MBA will be an added advantage
  • Must have a strong client focus, with enterprise innovation
  • Excellent relationship management skills
  • Excellent communication skills
  • Ability to gain commitment and buy-in from other stakeholders
  • Excellent planning and organizing skills
  • Must have excellent technical knowledge
  • Be team orientated
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications


  • Entity Old Mutual
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  • Published 28.07.2022
  • Expires 10.08.2022
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