Wealth Account Manager

1 week ago


Steve Tshwete Local Municipality, South Africa Old Mutual Limited Full time R250 000 - R500 000 per year

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

The Role:

This person will report to the Regional Investment Executive, and will be based in Mpumalanga, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution.

Duties and responsibilities include:

  • Managing a portfolio of existing independent financial advisors (IFA) practices
  • Managing IFA relationships
  • Managing all contracted IFA deliveries relevant to each arm of the practice
  • Growing the share of wallet with each IFA/practice
  • Responsible for the retention of business
  • Growing Net Client Cash Flow

Competencies:

  • Building Relationships
  • Decision making
  • Gaining commitment
  • Initiating action
  • Sales Ability
  • Technical Knowledge – investment specialist
  • Tenacity

The successful applicant should substantially meet the following requirements:

  • Grade 12 (an applicable tertiary qualification will be an added advantage)
  • Preferably BComm/CFP
  • At least 5 years' experience working with a top end Investment Practice
  • Relevant RE 5 or will be required in the 18 months
  • Basic understanding of Risk and Risk Management
  • Own transport and valid driver's license

Skills

Competencies

Action OrientedBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDirects WorkEnsures Accountability

Education

Closing Date

29 October 2025 , 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


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