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    Wealth Account Manager - Johannesburg , Pretoria, المملكة العربية السعودية - Old Mutual South Africa

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    The Role:

    This person will report to the Regional Investment Executive, and will be based in Gauteng, 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


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