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Wealth Account Manager

Old Mutual

Pretoria

On-site

ZAR 400,000 - 600,000

Full time

Today
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Job summary

A leading financial services company in Pretoria is seeking a skilled individual to manage a portfolio of independent financial advisors (IFAs). The role requires managing relationships and the delivery of services. Ideal candidates will have at least 5 years of relevant experience and a sound understanding of investment practices. This opportunity offers a dynamic environment aimed at enhancing client relationships and business growth.

Qualifications

  • At least 5 years of experience working with a top end Investment Practice.
  • Relevant RE 5 or will be required in the 18 months.
  • Own transport and valid driver’s license.

Responsibilities

  • Managing a portfolio of existing independent financial advisors.
  • Growing the share of wallet with each IFA/practice.
  • Responsible for the retention of business.

Skills

Building Relationships
Decision making
Sales Ability
Technical Knowledge

Education

Grade 12
BComm/CFP
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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