single candidate

Wealth Account Manager

Old Mutual South Africa

Expires: 29 Oct 2025

Full Time

Durban

Accounting

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

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

Qualifications and Experience

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

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

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Job overview

  • Location

    Durban

  • Job Type

    Full Time

  • Expiry Date

    29 Oct 2025

  • Date Posted

    16 Oct 2025