Discretionary Fund Manager Enablement Professional

1 month ago


Cape Town, Western Cape, South Africa Old Mutual Full time

About the Role:

We are seeking an experienced Financial Services Professional to join our DFM Enablement team. The successful candidate will have a strong background in investment operations and account management, with a focus on delivering innovative product solutions to Discretionary Fund Managers.

Key Responsibilities:

  • Manage institutional client accounts for Discretionary Fund Managers (DFMs)
  • Implement and check transactions requested by DFM clients
  • Support business development and distribution channels
  • Conduct market and competitor research
  • Develop and test concept product propositions
  • Evaluate concept feasibility and iterate refinements
  • Co-develop the product Client Value Proposition
  • Coordinate with stakeholders to undertake and implement the product build phase

Requirements:

  • 3-year relevant Tertiary Qualification
  • At least 3 years financial services experience
  • Strong operational and account management background in investment industry


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