Company:
Old Mutual
Industry: Banking / Financial Services
Deadline: Dec 30, 2025
Job Type: Full Time
Experience: 5 years
Location: Gauteng, Mpumalanga
Province: Pretoria
Field: Finance / Accounting / Audit
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
Closing Date
- 29 October 2025