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Head of Private Client Investments

2 weeks ago

Cape Town, Western Cape, South Africa Old Mutual South Africa Full time
About the Role

We are seeking a highly skilled and experienced Investment Professional to lead our private client investment business at Old Mutual South Africa.

The successful candidate will be responsible for developing and implementing a comprehensive investment strategy that aligns with the needs of high-net-worth clients and drives growth through innovative solutions and exceptional client service.

This is an exciting opportunity to shape the future of our investment capabilities and make a meaningful impact on our clients' lives.

Key Responsibilities
  1. Develop Investment Solutions: Develop and implement bespoke investment solutions tailored to the unique needs of affluent and high-net-worth clients.
  2. Oversee Investment Team: Oversee a high-performing investment team that embodies a culture of excellence and accountability.
  3. Cultivate Partnerships: Cultivate partnerships with external partners to achieve outcomes effectively and expand our breadth of investment offerings.
  4. Risk Management and Compliance: Implement a risk management framework applicable to a private clients' business model and ensure full compliance with South African regulatory requirements and global best practices.
About Our Organisation

Old Mutual is a leading African financial services provider offering a diverse range of financial solutions to retail and corporate customers.

We are committed to delivering exceptional customer experiences and fostering a great employee experience that reflects our purpose of Championing Mutually Positive Futures Every Day.