Client Relationship Manager managing relationships for big and elite advisor plan clients at Ascensus. Ensuring a successful service experience and promoting plan retention.
About the role
- Wealth Account Manager for Old Mutual based in Mpumalanga. Responsible for managing IFA relationships and growing the client portfolio with a focus on retention.
Responsibilities
- 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
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
Benefits
- Basic understanding of Risk and Risk Management
- Own transport and valid driver’s license
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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