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Wealth Account Manager

Wealth Account Manager

Old MutualPretoria, Gauteng, South Africa
8 days ago
Job description

Job Description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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
  • Requirements

    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

    Action Oriented Builds Networks Business Insight Collaborates Communicates Effectively Customer Focus Directs Work Ensures Accountability

    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

    The Old Mutual Story!

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    Account Manager • Pretoria, Gauteng, South Africa

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