Wealth Account Manager at Old Mutual Limited

Steve Tshwete Local Municipality, Mpumalanga, South Africa -

Full Time

Start Date

Immediate

Expiry Date

14 Jan, 26

Salary

0.0

Posted On

16 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Building Relationships, Decision Making, Gaining Commitment, Initiating Action, Sales Ability, Technical Knowledge, Tenacity, Action Oriented, Builds Networks, Business Insight, Collaborates, Communicates Effectively, Customer Focus, Directs Work, Ensures Accountability

Industry

Financial Services

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 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 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 Competencies Action Oriented Builds Networks Business Insight Collaborates Communicates Effectively Customer Focus Directs Work Ensures Accountability Education 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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Responsibilities

The Wealth Account Manager will manage a portfolio of existing independent financial advisors (IFAs) and their relationships, ensuring the delivery of the OM Wealth proposition. The role also involves growing the share of wallet with each IFA and retaining business while increasing net client cash flow.