Client Associate

Let's Write Africa's Story Together!

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

Job Description

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As a Client Associate, you will play a key role in supporting and enhancing OMIG’s relationships with wholesale retail clients, including DFMs, Multi-Managers, Retail FoFs, LISPs, and IFA Brokerages.
You will contribute to delivering a seamless and high-quality client experience through accurate, insightful, and well-presented investment content, while working collaboratively across the business. This role offers broad exposure to investment capabilities, client engagement, and operational processes, enabling you to build both technical expertise and commercial understanding.

What You’ll Be Trusted With

Client Support & Relationship Enablement (Wow the Client)

• Respond to client queries in a professional, timely, and accurate manner.
• Support client engagements, including due diligences and report-backs, ensuring a seamless and well-prepared experience.
• Assist with client onboarding and termination processes, ensuring accuracy and efficiency.
• Attend client meetings and presentations as required.

Content Development & Communication (Deliver Excellence)

• Compile high-quality investment proposals, questionnaires, brochures, and capability documents.
• Develop and enhance client-facing materials to effectively communicate OMIG’s investment capabilities and fund performance.
• Take ownership of presentations relevant to your client segment.
• Ensure all content reflects accuracy, consistency, and a strong understanding of investment messaging.

Data Management & Reporting (Own It)

• Maintain and update investment databases, ensuring both qualitative and quantitative data is accurate and current.
• Review fact sheets and reports to ensure high standards of quality and consistency.
• Support representation of OMIG capabilities across websites, surveys, and industry platforms.

Operational Excellence & Continuous Improvement (Shape a Bold Future)

• Manage assigned projects aimed at improving processes, efficiency, and quality of output.
• Identify opportunities to enhance workflows, systems, and client materials.
• Contribute to building scalable and sustainable practices within the client management function.

Collaboration & Team Contribution (Succeed Together)

• Work closely with Client Directors, investment teams, marketing, and other stakeholders across the business.
• Contribute to a collaborative and supportive team environment.
• Build strong internal relationships to ensure alignment and delivery of client outcomes.

Who You Are

You are a detail-oriented and client-focused professional with a strong interest in investments and a commitment to delivering high-quality work.

You bring:

• A BCom degree or similar qualification.
• Approximately 5 years’ experience in an investment-related or client-facing role.
• A solid understanding of investment products, performance, and market surveys.
• Experience in client communication, content development, and needs analysis.
• Strong written and verbal communication skills, particularly in English.
• Proficiency in relevant systems and tools for data management, reporting, and document preparation.
• A genuine passion for investments and a desire to grow within the industry.

The Strengths You’ll Bring

• Strong investment knowledge and the ability to translate technical concepts into clear client-friendly content.
• Excellent communication skills, both written and verbal.
• High attention to detail and commitment to accuracy and quality.
• Strong analytical skills with the ability to interpret data and provide meaningful insights.
• Effective project management and organisational skills.
• Strong client focus with a service-oriented mindset.
• Ability to collaborate across teams and build trusted relationships.
• Flexibility and adaptability in a dynamic, fast-paced environment.
• Confidence in presentation and stakeholder engagement when required.

Let’s Succeed Together

At OMIG, how you work matters just as much as what you deliver. Our culture is grounded in three principles:

Shape a Bold Future
You continuously look for ways to improve processes, enhance content, and build scalable solutions that support the future of our business.

Wow the Client
You deliver accurate, high-quality work and contribute to exceptional client experiences through professionalism and attention to detail.

Succeed Together
You collaborate effectively across teams, communicate openly, and contribute to a positive and high-performing environment.

Skills

Competencies

Communicates EffectivelyCultivates InnovationDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work Processes

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

24 April 2026 , 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.

The Old Mutual Story!