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  • Posted: Jul 2, 2020
    Deadline: Not specified
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    Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
    Read more about this company

     

    Holding Role Franchise

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

    KRA's
    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

    Job Requirements
    The Successful Applicant Should Substantially Meet The Following Requirements

    • Grade 12 (an applicable tertiary qualification will be an added advantage)
    • Preferably BComm/CFP
    • 2 years’ experience as an investment consultant/BC or BDM
    • At least 5 years’ experience working with a top end Investment Practice (AUMR250m)
    • Relevant RE Examination exemption
    • Basic understanding of Risk and Risk Management
    • Own transport and valid driver’s license

    Competencies

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

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on vacancies.oldmutual.co.za to apply

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