Wealth Account Manager

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

Education

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!