Regional Investment Executive: GautengLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description We are seeking a dynamic Regional Investment Executive to drive market share growth by establishing and strengthening relationships with Independent Financial Advisers (IFAs). You will represent our diverse range of investment products and services, working strategically to increase distribution and maximize sales. This is an exciting opportunity for a highly motivated individual to contribute to the company's expansion in the region while delivering exceptional client service.
This is a management role within the BD Wealth reporting to the Investment Executive and serves as part of the BD Wealth EXCO team. This role is responsible to: Drive investment inflows and retention and build the supporting base of independent investment Financial Advisers.Ensure that the Old Mutual Wealth advice led value proposition is delivered/marketed to Independent Financial Advisors through the Wealth Account Managers (WAMs).Manage a team of WAMs within a region (multiple geographical areas).Determine and implement regional marketing strategy, plans/tactics to increase market share.Identify unique opportunities within practices to increase market share.Through a team of WAMs, service, support and market/sell OM's investment products to independent financial advisers.Recruit, vest and manage a team of WAMs.Manage risk and compliance.Manage, control and report on the expenses and revenue targets set for the region.Engage with Regional Managers in Old Mutual Broker Distribution to identify and explore possible risk opportunities within these practices.Minimum criteria: Proven experience in a sales role within the financial services industry, with a focus on investments.Deep understanding of financial products, particularly investment products and their distribution.Strong network within the Independent Financial Adviser community.Management experience.Preferably a CFP or B.Comm.Relevant regulatory legislation and compliance knowledge.Sound legal technical knowledge (linked to products/compliance).Sales and marketing principles.Closing Date: 31 October 2024
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. 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.
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