This job is now closed
Job Description
- Req#: JR-53455
- 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
- Building Relationships
- Decision making
- Gaining commitment
- Initiating action
- Sales Ability
- Technical Knowledge – investment specialist
- Tenacity
- 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
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 Gauteng, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution.Duties and responsibilities include:
Competencies:
The successful applicant should substantially meet the following requirements:
Skills
Education
Closing Date
30 April 2024The 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.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story!
About the company
Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.
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