Wealth Account Manager

Old Mutual; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Johannesburg seeks an experienced professional to manage client portfolios and relationships. The ideal candidate should have at least 5 years' experience with a high-end Investment Practice, solid qualifications, and skills in consultative selling and customer service. This role presents an opportunity to drive growth and retention of business in a dynamic environment.

Qualifications

• At least 5 years’ experience working with a top end Investment Practice (AUMR250m).
• Relevant RE Examination exemption required.
• Basic understanding of Risk and Risk Management.

Responsibilities

• Managing a portfolio of existing clients/practices.
• Managing client relationships.
• Responsible for the retention of business.
• Growing Net Client Cash Flow.

Skills

Building Trust

Client Needs Assessments

Consultative Selling

Customer Complaint Management

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Customer Needs

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strengthening Customer Relationships

Upselling

Education

Grade 12

NQF level 6 qualification

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.

Job Description

This person will report to the BD Regional Investment Executive. A vacancy exists in Johannesburg, focusing on delivering the OM Wealth proposition – in its entirety – to external Financial Advisors contracted within Broker Distribution.

Role Description & Key Result Areas:

• Managing a portfolio of existing clients/practices
• Managing client relationships
• Managing all contracted client deliveries relevant to each arm of the practice
• Growing the share of wallet with each client/practice
• Responsible for the retention of business
• Growing Net Client Cash Flow

Qualifications and experience:

• Grade 12 and at least NQF level 6 qualification
• 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:

• Strategic
• Leading with influence
• Innovation (Perspective)
• Execution
• Customer First
• Personal Mastery (Learning)
• Collaboration (Relating)

Skills

• Building Trust
• Client Needs Assessments
• Consultative Selling
• Customer Complaint Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Customer Needs
• Identifying Sales Opportunities
• Sales Data Management
• Sales Software
• Strengthening Customer Relationships
• Upselling

Competencies

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

Closing Date

17 November 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!