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5 days ago
The Recruitment Council is seeking an experienced professional to fill the role of Head of Strategic Wealth Management. This is a challenging and rewarding opportunity for a highly motivated individual to join our team and contribute to the success of our clients.
About the Role
As Head of Strategic Wealth Management, you will be responsible for developing and implementing comprehensive strategies for wealth management and advice processes across various channels. You will also be expected to provide thought leadership and guidance to internal stakeholders, as well as build and maintain strong relationships with external partners and clients.
Key Responsibilities:
- Strategic Planning: Develop and implement comprehensive strategies for wealth management and advice processes across various channels.
- Collaboration and Communication: Foster strong relationships with cross-functional teams, stakeholders, and external partners to achieve strategic objectives.
- Market Intelligence: Stay ahead of market trends and competitor activity, informing strategic decisions and recommendations.
- Leadership and Development: Mentor and develop high-performing teams, fostering a culture of innovation and excellence.
- Risk Management: Identify and mitigate risks associated with wealth management strategies, ensuring the integrity and security of client assets.
- Advanced degree in a relevant field, such as business management or finance.
- Minimum 15 years of experience in wealth management, with a strong background in managing multiple distribution channels.
- Certified financial professional designations, such as CFP or CFA.
- In-depth understanding of the company's financial landscape and distribution channels.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
- Passion for staying current with industry trends and best practices.
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