Senior Wealth Strategist

7 days ago

Centurion, Gauteng, South Africa The Recruitment Council Full time
Wealth Management Opportunity

The Recruitment Council is seeking a skilled professional to take on the role of Head of Wealth Management. The successful candidate will be responsible for implementing wealth management strategies and solutions for financial advisers. This role requires strong leadership and communication skills to ensure alignment with internal views and promote financial wellness and a client-centric philosophy.

Main Responsibilities:

  • Strategic Wealth Strategies Implementation: Implement the wealth management value proposition across franchises for different segments of investment advisers.
  • Promote the Investment Philosophy: Promote the investment philosophy to empower financial advisers to demonstrate value to clients.
  • Drive Adoption: Drive the adoption of the internal House view fund list.
  • Manage Partnerships: Manage strategic partnerships with product providers to support the wealth value proposition.
  • Facilitate Investment Advice: Facilitate the investment advice process with financial advisers, encouraging the use of financial planning tools, advice processes, and investment proposals.
  • Provide Guidance: Provide guidance on retirement planning, estate planning, tax optimization, and comprehensive financial planning.
  • Monitor Portfolios: Continuously monitor wealth management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
  • Educate Advisers: Educate financial advisers on investment strategies, market trends, and financial planning concepts, maintaining regular communication.
  • Execute Wealth Strategies: Execute wealth strategies and frameworks across franchises.
  • Drive Business Growth: Drive business growth through wealth strategic initiatives.
  • Identify Emerging Trends: Identify emerging trends and opportunities in financial technology.
  • Support Client Base: Support client base, risk profiles, and objectives specific to the channel.
  • Implement Financial Planning: Implement financial planning and advice strategies, philosophies, and processes aligned with channel goals and objectives.
  • Standardize Processes: Standardize processes and best practices for delivering financial advice, ensuring compliance with business strategy, regulatory requirements, industry standards, and organizational goals.
  • Support Risk Management: Support risk management strategies and frameworks.
  • Increase Assets: Increase assets under management/advice for the business.
  • Connect Investment Philosophy: Connect investment philosophy, risk profile, wealth process, and advice deployment plan.
  • Promote Investment Behavior: Promote investment behavior based on the wealth philosophy.

Adviser and Client Growth and Engagement:

  • Partner with Wealth Managers: Partner with Wealth Managers to deliver the full wealth management value chain.
  • Build Relationships: Build close relationships with financial advisers and practices; facilitate investment workshops.
  • Manage Wealth Management Framework: Manage and connect components of the wealth management investment framework.
  • Serve as Liaison: Serve as a liaison between franchises.
  • Contribute to Growth Target: Contribute to the growth target.
  • Focus on Wealth Creation: Focus on satisfying wealth creation, preservation, and income needs of clients, and wealth management support.
  • Support Client-Centric Culture: Support a client-centric culture emphasizing personalized, high-quality wealth advice.
  • Provide Market Insights: Provide market wealth insights to enable client growth and retention.
  • Collaborate with Marketing Team: Collaborate with the marketing team to support marketing strategies of adviser practices for wealth growth, engagement, and sound wealth advice.
  • Engage in Marketing Activities: Engage in marketing activities for investment, savings, and wealth management propositions.
  • Assist with Content Creation: Assist with content creation and marketing for presentations, social media, newsletters, and websites.
  • Manage Wealth Management Marketing Plans: Manage the implementation of wealth management marketing plans, share updates, and facilitate sessions on relevant themes.
  • Ensure Consistent Service Delivery: Ensure consistent service delivery and support to external clients.
  • Build and Retain Funds: Build and retain funds under management.
  • Migrate Assets: Migrate existing assets to focus solutions and influence new business flows into these solutions.
  • Update Advisers: Update advisers on fund and market changes.
  • Maintain Knowledge: Maintain in-depth knowledge of funds investment philosophy and objectives.
  • Engage with Stakeholders: Engage with stakeholders and users in promoting these funds.

Self-Development:

  • Identify Growth and Development Needs: Identify growth and development needs within Wealth Management.

Governance and Monitoring:

  • Ensure Compliance: Ensure compliance with regulatory requirements and internal standards.
  • Act as Custodians: Act as custodians of the wealth management philosophy, ensuring investment advice and processes are implemented within franchises.
  • Focus on Limiting Investment Risks: Focus on limiting potential investment risks to the business.
  • Manage Alignment: Manage alignment of practices with Wealth Management solutions and core model portfolio offerings.
  • Ensure Compliance Training: Ensure compliance training and regular audits in conjunction with advice and license specialists.
  • Ensure Adherence to Risk Management and Compliance Processes: Ensure adherence to risk management and compliance processes.
  • Investigate and Report Non-Compliance: Investigate and report findings of non-compliance to organization policies and practices.

Qualifications:

  • Degree in Investments: Degree in investments or a qualification related to financial planning (minimum 120 credits NQF6) (essential).
  • Certified Financial Planner: Certified Financial Planner (preferred).

Experience:

  • Financial Services Experience: 5-8 years in financial services, particularly in asset wealth management.
  • Investment Marketing Experience: 5-8 years in the investment marketing arena.
  • RE1 and RE5: Hold both RE1 and RE5 (essential).
  • Strong Knowledge of the Investment and Wealth Management Industry: Strong knowledge of the investment and wealth management industry in South African and international markets.
  • Knowledge of Financial Markets and Investments: Knowledge of financial markets and investments and their application locally and internationally.
  • Legal Knowledge: Legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.

Competencies:

  • Entrepreneurial and Commercial Thinking: Entrepreneurial and commercial thinking.
  • Presenting and Communicating Information: Presenting and communicating information.
  • Relating and Networking: Relating and networking.
  • Persuading and Influencing: Persuading and influencing.
  • Delivering Results and Meeting Customer Expectations: Delivering results and meeting customer expectations.
  • Coping with Pressure and Setbacks: Coping with pressure and setbacks.

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