Client Relationship Manager

Posted 5 Days Ago
Be an Early Applicant
Windhoek, Khomas, NAM
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Manages and grows corporate retirement fund client portfolios through strategic consulting, governance support, regulatory guidance, relationship management, member education, and financial wellness presentations. Leads trustee and client meetings, identifies business development opportunities, supports retention, coordinates internal solution delivery, and promotes operational excellence. Provides coaching and mentorship while ensuring compliance with Namibian retirement fund legislation, including FIMA and the National Pension Fund framework.
Summary Generated by Built In

Lets Write Africa's Story Together!

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

Job Description

Role Purpose
The Corporate Consultant is responsible for managing and growing a portfolio of Orion Direct Sub-Fund clients by delivering strategic consulting, governance support and relationship management services. The role serves as a trusted advisor to participating employers, retirement funds and key stakeholders, providing expert guidance on retirement fund governance, the Financial Institutions and Markets Act (FIMA), the National Pension Fund framework, employee financial wellbeing and corporate benefit solutions. Working collaboratively across the Old Mutual Corporate Segment, the incumbent will deliver a comprehensive range of products and consulting services aimed at strengthening client relationships, ensuring regulatory compliance, enhancing member outcomes and supporting the sustainable growth and retention of the Corporate Segment business.

Responsibilities

·        Build, manage and grow a portfolio of corporate retirement fund clients by delivering proactive, value-added consulting solutions.

·        Provide strategic advice to participating employers on retirement fund governance, employee benefits and best practice within the Namibian retirement fund industry.

·        Lead and facilitate Trustee, Management Committee and client governance meetings while strengthening long-term stakeholder relationships.

·        Provide guidance on the Financial Institutions and Markets Act (FIMA), the National Pension Fund framework and other applicable retirement fund legislation and regulatory developments.

·        Deliver engaging member education, financial wellness and retirement planning presentations to employers and fund members.

·        Identify business development opportunities, support client retention initiatives and contribute to the sustainable growth of the Corporate Segment.

·        Collaborate with internal stakeholders to ensure the delivery of exceptional client service and seamless implementation of client solutions.

·        Drive innovation, continuous improvement and operational excellence while contributing to the development of a high-performing corporate consulting team.

·        Provide leadership, coaching and mentorship to colleagues, promoting knowledge sharing, accountability and a client-centric consulting culture.


Minimum Requirements
  • A Bachelor's Degree in Finance, Economics, Business Management, Law, Human Resources, Engineering, or a related field.
  • A minimum of five (5) years' relevant experience in retirement funds, employee benefits, financial services, or corporate consulting.
  • Sound knowledge of the Namibian retirement fund industry, including the Financial Institutions and Markets Act (FIMA), retirement fund governance, and the National Pension Fund framework.
  • Strong consulting, relationship management, presentation, and stakeholder engagement skills, with the ability to communicate effectively across all organisational levels.
  • Demonstrated commercial acumen with the ability to identify opportunities, deliver value-added solutions, and build long-term client relationships.
  • A proactive, result-driven individual with strong leadership, analytical, and problem-solving abilities.
  • Excellent verbal and written communication skills in English. Proficiency in one or more Namibian languages will be an added advantage.

·        A valid Namibian driver's licence and travel when required.


Skills

Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work Processes

Education

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

Closing Date

06 October 2026 , 23:59

The Old Mutual Story!

Skills Required

  • Bachelor's degree in Finance, Economics, Business Management, Law, Human Resources, Engineering, or a related field
  • At least five years of relevant experience in retirement funds, employee benefits, financial services, or corporate consulting
  • Knowledge of the Namibian retirement fund industry, FIMA, retirement fund governance, and the National Pension Fund framework
  • Consulting, relationship management, presentation, and stakeholder engagement skills
  • Commercial acumen and ability to identify opportunities, deliver value-added solutions, and build long-term client relationships
  • Leadership, analytical, problem-solving, proactive, and results-driven abilities
  • Excellent verbal and written English communication skills
  • Proficiency in one or more Namibian languages
  • Valid Namibian driver's licence
  • NQF Level 7 degree, advanced diploma, postgraduate certificate, or equivalent
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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