Wealth Account Manager at Old Mutual South Africa

The Role:

This person will report to the Regional Investment Executive, and will be based in Gauteng, 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