DFM Support Specialist

3 days ago


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

About the Role

We are seeking an experienced professional to join our DFM Enablement team as a Discretionary Fund Manager Support Specialist. The successful candidate will have a strong background in financial services, operations, and account management, particularly within the investments industry.

Key Responsibilities

  • Manage institutional client accounts for Discretionary Fund Managers (DFMs)
  • Implement and check transactions requested by DFM clients
  • Provide support to business development and distribution channels
  • Conduct market, competitor, and customer-focused 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
  • Contribute to rendering specialist product support, managing the book, product enhancements, and product performance tracking and reporting

Requirements

  • 3-year relevant tertiary qualification
  • At least 3 years of financial services experience
  • Strong operational and account management background in the investment industry

What We Offer

As a member of our DFM Enablement team, you will have the opportunity to work with a talented group of professionals and contribute to the development of innovative product offerings. We offer a dynamic and supportive work environment, with opportunities for growth and professional development.



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