Senior Client Liaison Officer

** 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
** Old Mutual Investment Group is a leading African asset manager. For generations, we have been at the forefront of helping people and institutions achieve their investment goals. It is this heritage of investing in local and global markets that makes us truly understand the importance of investing for a future that matters. That’s why we relentlessly pursue investment excellence for our clients, while also being responsible stewards of the assets we manage.

To deliver on our vision and mission, we invest in professionals with exceptional talent, passion and ethics and help them unlock their potential in an environment where teams can galvanise and prosper over time.#
** Key Result Areas:
*** Act as the primary point of contact for 3rd party institutional/Unit trust clients and investment teams
* Review Investment Management Agreements (IMAs) and mandates to identify reporting requirements.
* Responsible for setting up new clients/products from start-up point to finish
* Review and distribute client reports (adhoc, daily, monthly, quarterly, annual) within agreed timelines.
* Review and distribute regulatory reporting (SARB, Reg 28, Reg 30, C48, B16, TIC and Derivative disclosure).
* Maintain accurate and up-to-date client information in Client Reporting System
* Ensure daily control procedures are adhered to
* Responsible for prompt investigation and management of cash, scrip reconciliation issues to resolution
* Instruct outsource provider to process client contributions and withdrawals and monitor that these are actioned timeously
* Oversee outsourced administration processes to ensure compliance and accuracy.
* Assist with AML/KYC documentation and requests from brokers and custodians.
* Investigate and resolve trade matching and settlement issues escalated by our service provider.
* Co-ordinate all processes to ensure excellent execution of client takeovers and disinvestments through liaising with relevant teams within OMIG, outsource provider, clients and/or consultants
* Provide daily cash forecasts to trading room as compiled by the CRIMS Support Team and respond to any queries
* Co-ordinate the process to ensure management fees are recovered from client accounts as calculated by OMIG Finance
* Act as the point of contact and resolution of all relevant queries for clients, consultants, portfolio managers, and client directors
* Active involvement with stakeholder engagements
* Ability to identify inefficiencies in processes and drive automation
** Requirements:
Skills, Qualifications and Experience
*** Bachelor’s degree in finance, Investments, or related field.
* A minimum of 5 years of experience within the asset management industry is essential
* In-depth understanding of client mandates, custody processes, and investment administration.
* In-depth knowledge of various asset types and trade cycles including trade matching and settlement will be advantageous
* Knowledge of unitisation and NAV calculations will be advantageous
* In-depth knowledge of trading, investments and administration systems – CRIMS and Hiport will be advantageous
* Sound knowledge of Microsoft Office - (Macro building/Power Bi) advantageous
* A good understanding of investment administration processes is essential with knowledge of segregated client reporting an advantage.
* Good communication skills and strong client orientation is essential##
*
* Competencies:

*** Client Focus
* Building Relationships
* Gaining Commitment
* Decision-making
* Initiating action
* Ownership* Information monitoring
* Stress Tolerance
* Technical knowledge##
** Skills
* * Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
** Competencies
* * Decision Quality### ### Directs Work### ### Ensures Accountability### ### Manages Complexity### ### Optimizes Work Processes### ### Plans and Aligns### ### Tech Savvy### ###
** Education
* *** Closing Date
** 15 January 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!
*** Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.  We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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