Financial Accountant

2 weeks ago

Newcastle, KwaZulu-Natal, South Africa Old Mutual Full time

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Role overview: Our fast-growing Private Clients Business is looking for a new leader of its investment capability.

The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment functions with their own decision makers. This role will shape perspectives on high-net-worth investment management in the whole group and the strategies needed to achieve quality client outcomes.

The Head of Investments will build and maintain a compelling investment narrative, strengthen client relationships and instil confidence among advisors and portfolio managers through thought leadership and performance. A key aspect of the role is working closely with not only the leaders of the Asset capabilities but also our national team of Private Portfolio Managers – guiding them in integrating our focused investment philosophy into their portfolio construction approach, ensuring consistency in how we deliver client solutions. Our philosophy prioritises investing in high-quality businesses and advice-led multi-asset solutions.

The role covers the full spectrum of bespoke wealth and portfolio management solutions, including but not limited to Equity, Multi-asset, Fixed interest, Alternatives and Crypto. The Head of Investments will leverage teams within Private Clients, the broader Old Mutual group and external partners to achieve these outcomes effectively.

Additionally, they will act as the firm's primary investment spokesperson, engaging with clients, advisors and media. Reporting to the Chief Executive and serving on the Private Clients executive committee, the individual will also be a member of various investment committees.

Responsibilities
  1. Investment Strategy & Portfolio Oversight: Define and implement a forward-looking investment strategy that aligns with the needs of high-income and high-net-worth clients.
  2. Oversee the construction, management, and performance of sophisticated model portfolios tailored to varying risk appetites through an empowered team of investment professionals.
  3. Implement a risk management framework applicable to a private clients' business model.
  4. Procure exclusive investment solutions, including private equity, hedge funds and structured products, to cater to sophisticated investors.
  5. Cultivate partnerships to expand our breadth of investment offerings.
  1. Risk Management & Governance: Establish a robust risk management framework that safeguards client wealth while optimising risk-adjusted returns.
  2. Ensure full compliance with South African regulatory requirements and global best practices.
  3. Monitor and actively manage Portfolio Manager practice-level investment risks, ensuring alignment with the company's risk appetite.
  1. Client & Advisor Engagement: Act as the primary investment spokesperson for the firm, engaging directly with high-net-worth clients and their advisors.
  2. Deliver clear, compelling investment insights, ensuring clients understand portfolio strategies and long-term objectives.
  3. Foster deep relationships with wealth advisors, equipping them with market-leading investment solutions and insights.
  4. Enhance the firm's reputation by providing thought leadership through industry events, media engagements and published market commentary.
  1. Product & Capability Development: Drive innovation in investment solutions to cater to the unique needs of affluent and high-net-worth clients.
  2. Oversee the continuous enhancement of investment capabilities, ensuring the firm remains at the forefront of wealth management trends.
  3. Align investment offerings with evolving regulatory changes, technological advancements and market innovations.
  1. Leadership & Team Development: Build and lead a high-performing investment team that embodies a culture of excellence and accountability.
  2. Mentor and develop investment professionals, ensuring continuous growth in expertise and strategic thinking.
  3. Set clear performance expectations and KPIs to drive an outcome-focused investment function.
  4. Promote an environment of continuous learning, keeping the team ahead of market and industry developments.

These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.

Qualifications and Experience required
  1. A minimum of 15+ years of experience in investment management, asset allocation or related fields.
  2. Demonstrated success in managing complex, high-net-worth client portfolios.
  3. Deep knowledge of risk management principles and regulatory requirements in South Africa.
  4. CA, CFA, Engineering, Actuarial or equivalent qualification preferred.
  5. Experience working with financial advisors, wealth managers and distribution networks.
  6. Exceptional stakeholder engagement skills, with the ability to translate complex investment strategies into clear, actionable insights.
  7. Proven expertise in alternative investments and private client portfolio management.
Skills
  1. Action Planning
  2. Adaptive Thinking
  3. Business Requirements Analysis
  4. Change Management
  5. Client Management
  6. Current State Assessment
  7. Customer Service
  8. Customer Value Management
  9. Executing Plans
  10. Legal Practices
  11. Oral Communications
  12. Policies & Procedures
  13. Presenting Solutions
  14. Prioritization
Competencies
  1. Balances Stakeholders
  2. Builds Effective Teams
  3. Communicates Effectively
  4. Drives Vision and Purpose
  5. Financial Acumen
  6. Instills Trust
  7. Manages Complexity
  8. Optimizes Work Processes
Education

NQF Level 9 – Masters

Closing Date

21 March, 23:59

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.

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