Job title : Account Manager
Job Location : Western Cape, Cape Town
Deadline : October 26, 2025
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- We’re seeking an experienced Account Manager to build trusted relationships, drive revenue growth, and ensure client satisfaction within our Wealth Financial Advice segment. This role blends commercial acumen, financial advice software expertise, and a client-first mindset.
What you'll do :
Accountabilities & Deliverables
Build and maintain strong client partnerships with key decision-makersDrive retention, upselling, and new business acquisitionPosition Iress solutions to address client strategies and challengesLead account planning, forecasting, and commercial negotiationsSupport product adoption, onboarding, and feature implementation.What you will bring :
Qualifications and Certifications
5+ years in financial services, ideally in Wealth Financial AdviceProfessional certification such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) or equivalent (preferred)Strong knowledge of financial advice software and industry trendsProven sales and account management track record.Excellent relationship management and negotiation skillsAccounting / Financial Services jobs