Current Jobs at Old Mutual Kenya

The incumbent will be responsible for identifying, developing and sourcing new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Old Mutual ecosystem and foster greater collaboration within the group to ensure business goals are met and will be responsible for achieving results through efforts of others and their self over periods of up to 1 year.

 KEY TASKS AND RESPONSIBILITIES

• Responsible for the identification and qualification of opportunities to maximise revenue.
• Participate in Private Wealth Management Value Proposition and product designs.
• Compiles customer value proposition as well as business entry into identified opportunities.
• Ensures integration of new business opportunities with existing initiatives within the business.
• Identify investment needs of targeted clients and offer them the appropriate investment solutions and products that meet their various needs.
• Manage and grow existing client relationships and portfolio through regular meetings, updates, reviews, query, and complaints resolution with each client the portfolio.
• Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for Old Mutual Investment Group growth.
• Act as the key contact point and coordinator for all client advice as well as the interface between the client and the Old Mutual Investment Group.
• Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating processes and ensure the portfolio meets the required risk management standards.
• Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints.
• Provide accurate and timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required.
• Act as focal point for clients dealing with day-to-day administration across the range of services and products
• Individually accountable for self and other's time, tasks and output quality
• Maintain an awareness of new trends and developments in marketing and company products by provision of ongoing group and individual training for staff regarding presentation skills, product knowledge and best practices and procedures.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Maintain timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Generate innovative ideas to increase web traffic; stay abreast of relevant and ground-breaking technologies.
• Collaborate with internal client service and sales teams to use digital platform.
• Work closely with digital experience teams to optimize the tech platform.

SKILLS AND COMPETENCIES

• Ability to deliver results when objectives are set
• Excellent relationship management skills
• High level of initiative and self-motivation
• Strong working knowledge of MS Office suite of programs
• Task and time management proficiency
• Ability to work independently while demonstrating excellent team working skills
• Good communications skills
• Resilience to cope with pressure of working in a fast paced, dynamic and rapidly changing customer expectations environment

KNOWLEDGE & EXPERIENCE

• Technical Knowledge
• 5 years’ experience in the financial services Preferably Banking or Asset Management
• At least 2 years Experience Managing a Portfolio of High Net worth Clients

QUALIFICATIONS

• Relevant degree in Business related field
• Experience in Fund Management will be an added advantage.
• CISI Certification will be an added advantage.

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Qualification and Experience Required:

• At least 5 years related experience in Talent Acquisition.
• Experience in interacting and adapting to diverse audiences and stakeholders.
• Demonstrated ability to work independently and in cooperation with others on multiple projects.
• Degree in Human Resources, Business or social sciences
• Professional qualification in Human Resource – Higher Diploma, CHRP
• Institute of Human Resource Management full membership with practicing certificate mandatory.
• Understanding and experience of Old Mutual business and internal human capital processes and policie
• Lead the Resourcing and selection strategy, development of a strong employee value proposition, and drive the adoption of leading tools and technology for resourcing excellence. Implement and execute the recruitment, onboarding, and development program and policies. Work with the business to understand hiring and development needs. Interrogates business strategy and uses deep understanding of resourcing needs to influence business decisions

Responsibilities

• Resourcing Strategy: Uses insight to develop medium to long-term resourcing strategies to create competitive advantages.  Contribute to the creation of future talent recruitment campaigns; propose campaign messaging based on analysis of values and aspirations of graduates/school leavers; make evidence-based proposals for channel and media selection (including career fairs); design events; draft communications content and agency briefings.  Apply knowledge of key external suppliers in marketplace to create external talent pools and to develop bench strength at a senior level.  Build workforce plans and headcount budgets into resourcing strategy.
• Recruitment Campaigns: Contribute to the creation of recruitment campaigns; identify the characteristics of key candidate target groups; propose channel and media selections and messaging content; design events; draft communications content and agency briefings.
• Leads design and identifies leading edge thinking on technology and is accountable for implementing talent selection processes, tools, techniques.
• Vacancy Profiling: Interpret and apply HR targets into resourcing practices.  Create recruitment profiles for key existing and new roles; engage with hiring managers to clarify the scope of the role, develop a role profile, and create a candidate specification; create candidate and recruitment agency briefings to attract high-quality candidates.
• Employee experience.  Define and implement best in class hiring manager and candidate experience.
• Screen Candidate Applications: Carry out online research and telephone interviews and review submitted portfolios of work to validate applications for specialist roles and to screen out those that do not meet key criteria.
• Employee Onboarding and Offboarding: Manage the delivery of onboarding and/or offboarding processes; ensure accurate and timely completion of all administration processes; provide support and guidance to line managers, new joiners, and leavers throughout the process; propose improvements to procedures.
• Assessment Center Design: Tailor preexisting assessment exercises; draft new content as directed; draft documentation; train assessors to engage candidates, record assessment observations, and provide appropriate feedback to line management.
• Candidate Pipeline: Develop and maintain a database of potential candidates for management and professional roles using established talent attraction and engagement processes and tools.
• Individual Candidate Assessment: Interview candidates and provide feedback into the selection process; follow a specified interview framework and/or administer work simulations; evaluate and score evidence against recruitment criteria.
• HC Data Analytics and Insights: Carry out complex HC data processing tasks; advise colleagues when needed and use expertise to help improve data collection tools and administration processes.  Deliver analyses of HC data; identify trends and contribute to the creation of HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance.
• Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• AML: The role holder will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

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Job Description

• Bachelor's degree in Organizational Development, Human Resources, Psychology, or related field
• Minimum of 3-5 years of experience in organizational development or similar role
• Professional certification in Organizational Development or related areas
• Experience with data analysis and metrics-driven decision making
• Proven track record in project management
• A strong understanding of the insurance and banking sectors, including their products, services, regulations, and key business drivers.

The role will include conducting organizational assessments, developing and implementing strategies, facilitating change management, supporting leadership development, analyzing data and making recommendations, and collaborating with other departments.
The Organization Design and Change Specialist will specifically be responsible for designing and maintaining systems and processes for job creation, job evaluation, organizational structure design, and organizational change rules. This role ensures that organizational structures align with business strategies and goals.
This role is tasked with navigating the complexities of organizational change, enhancing workforce capabilities, and fostering a culture of continuous improvement.

• Assessing the development needs of all operational, business, and functional units, as well as evaluating and overseeing the implementation of organizational development strategies and processes.
• Leading the design, development and implementation of programs, policies and strategies customized to fulfill organizational development needs and achieve program objectives
• Design and Maintain Methodologies: Develop and uphold methodologies for job creation, job evaluation, and organizational structure design 
• Job Matrix Management: Maintain the job matrix to ensure internal equity and consistency 
• Audit and Evaluation: Conduct audits of business units to identify potential changes in job descriptions and organizational structures 
• Training and Development: Design training programs for managers and HR Business Partners on job creation and organizational design to enhance employee skills and knowledge.
• Project Management: Lead organization design projects, assisting with the development of organizational structures and operating models
• Internal Consulting Services: Provide executive-level management consulting services related to organization design and business strategy development
• Change Management: Collaborate with HR and leadership to design and execute change management plans.  Analyze data to measure the effectiveness of development programs and provide coaching and support to employees and managers

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Reporting to the Head of Marketing – Insurance & Asset Management, this role offers a unique opportunity to act as a truly focused Business Partner to the BUs, sitting within the Marketing Department. The successful candidate will deliver insightful analysis to answer key business questions that directly influence and deliver the businesses short- and long-term marketing strategy. The role holder will also support the line manager in development and implementation of Product Marketing and Research Strategies in line with the overall Business Unit’s Plans.

Key Result Areas

Business Support

• Develop marketing strategies for the business in respect to BU yearly respective business plans.
• Developing & executing marketing campaigns (ATL & BTL) in support of BU objectives
• Supporting sales and lead generation activities
• Working closely with various teams in enhancing the marketing strategies developed. These include but are not limited to Communications, PR, Digital, PR, Responsible Business and Brand Management.
• Monitor adherence to controls within the organization especially in risk monitoring & management as well as expense management. 
• Enable the attainment of synergies across the various units through the development of activities that have cross-function application and adaptation to enable achievement of Integrated Financial Services.
• Support properties management by driving tenant communication, signage updates, and branding visibility within the Tower, ensuring consistent and engaging stakeholder messaging.
• Lead coordination of high-impact publicity events such as lighting partnerships and New Year’s Eve fireworks to maximise PR value.

Marketing Strategy

• Directly partner the marketing team at all levels to support the development of appropriate marketing strategies.
• Support both financially and analytically towards their goals and priorities of the business.
• Work with the marketing leadership team to build financial business cases to support large scale investment.
• Continually challenge current thinking and make recommendations on how to optimise business opportunities and minimise risk/cost to the business.
• Evaluate and report actual versus planned outcomes of marketing strategies and plans.
• Manage the marketing budgeting for the department and for individual campaigns.

Qualifications, Skills and Experience Required

Required Experience

• At least 4 years’ experience in a relevant marketing role in a dynamic work environment. If less experience, must demonstrate the ability to up skill quickly.

Educational Requirement

• A degree in Marketing, Communication or Business-related field from a recognized university. 
• A relevant professional qualification e.g. CIM will be an added advantage.