{"id":404,"date":"2026-01-02T20:11:00","date_gmt":"2026-01-02T20:11:00","guid":{"rendered":"https:\/\/theopportunitygiver.co.za\/?p=404"},"modified":"2026-01-02T20:11:41","modified_gmt":"2026-01-02T20:11:41","slug":"senior-client-liaison-officer","status":"publish","type":"post","link":"https:\/\/theopportunitygiver.co.za\/?p=404","title":{"rendered":"Senior Client Liaison Officer"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Organisation:<\/strong> Old Mutual<br><strong>Location:<\/strong> Cape Town, South Africa<br><strong>Programme Type:<\/strong> Full-Time Position<br><strong>Work Type:<\/strong> Full-Time<br><strong>Posted:<\/strong> 2 January 2026<br><strong>Application Closing Date:<\/strong> 15 January 2026 (23:59)<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Programme Overview<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Old Mutual Senior Client Liaison Officer role is designed for experienced professionals in asset management who excel in client service, investment administration, and stakeholder engagement. This position focuses on managing relationships with institutional and unit trust clients, overseeing investment administration processes, and ensuring timely and accurate reporting. The role provides exposure to asset management operations, regulatory compliance, and financial services administration within a leading African investment group.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Key Responsibilities<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Serve as primary contact for 3rd party institutional and unit trust clients<\/li>\n\n\n\n<li>Review Investment Management Agreements (IMAs) and mandates for reporting requirements<\/li>\n\n\n\n<li>Set up new clients and products from initiation to completion<\/li>\n\n\n\n<li>Review and distribute client and regulatory reports (daily, monthly, quarterly, annually)<\/li>\n\n\n\n<li>Maintain accurate client information in the Client Reporting System<\/li>\n\n\n\n<li>Ensure adherence to daily control procedures<\/li>\n\n\n\n<li>Investigate and resolve cash, scrip, and trade settlement issues<\/li>\n\n\n\n<li>Coordinate contributions, withdrawals, and outsourced administration processes<\/li>\n\n\n\n<li>Assist with AML\/KYC documentation and broker\/custodian requests<\/li>\n\n\n\n<li>Support fee recovery and provide cash forecasts to trading teams<\/li>\n\n\n\n<li>Identify inefficiencies and drive process automation<\/li>\n\n\n\n<li>Engage with stakeholders to ensure excellent client service<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Skills &amp; Competencies<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Core Competencies:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client focus and strong relationship building<\/li>\n\n\n\n<li>Decision-making and initiative<\/li>\n\n\n\n<li>Ownership and accountability<\/li>\n\n\n\n<li>Information monitoring and reporting<\/li>\n\n\n\n<li>Stress tolerance and technical knowledge<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Technical Skills:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Accounting and financial analysis<\/li>\n\n\n\n<li>Data compilation, interpretation, and reporting<\/li>\n\n\n\n<li>Microsoft Office (including Macros\/Power BI advantageous)<\/li>\n\n\n\n<li>Investment administration systems (CRIMS, Hiport advantageous)<\/li>\n\n\n\n<li>Knowledge of trade cycles, unitisation, and NAV calculations<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Education Requirements<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bachelor\u2019s degree in Finance, Investments, or related field<\/li>\n\n\n\n<li>Minimum 5 years of experience in the asset management industry<\/li>\n\n\n\n<li>In-depth understanding of client mandates, custody, and investment administration<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Benefits<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Work in a leading African asset management group<\/li>\n\n\n\n<li>Exposure to client relationship management and investment operations<\/li>\n\n\n\n<li>Professional development and career growth opportunities<\/li>\n\n\n\n<li>Hands-on experience with regulatory and reporting compliance<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Eligibility Criteria<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Experienced asset management professional<\/li>\n\n\n\n<li>Strong client orientation and communication skills<\/li>\n\n\n\n<li>Knowledge of investment administration and trading processes<\/li>\n\n\n\n<li>Must comply with Old Mutual Employment Equity Plan<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">How to Apply<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49 <strong><a href=\"https:\/\/oldmutual.wd3.myworkdayjobs.com\/en-US\/Old_Mutual_Careers\/job\/Cape-Town\/Senior-Client-Liaison-Officer_JR-74828\/apply\/applyManually\">Apply Here<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Organisation: Old MutualLocation: Cape Town, South AfricaProgramme Type: Full-Time PositionWork Type: Full-TimePosted: 2 January 2026Application Closing Date: 15 January 2026 (23:59) Programme Overview The Old Mutual Senior Client Liaison Officer role is designed for experienced professionals in asset management who excel in client service, investment administration, and stakeholder engagement. This position focuses on managing relationships [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,11],"tags":[],"class_list":["post-404","post","type-post","status-publish","format-standard","hentry","category-jobs","category-permanent"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Senior Client Liaison Officer - THEOPPORTUNITYGIVER<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/theopportunitygiver.co.za\/?p=404\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Senior Client Liaison Officer - THEOPPORTUNITYGIVER\" \/>\n<meta property=\"og:description\" content=\"Organisation: Old MutualLocation: Cape Town, South AfricaProgramme Type: Full-Time PositionWork Type: Full-TimePosted: 2 January 2026Application Closing Date: 15 January 2026 (23:59) Programme Overview The Old Mutual Senior Client Liaison Officer role is designed for experienced professionals in asset management who excel in client service, investment administration, and stakeholder engagement. 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