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Wealth Management Leadership Position

1 week ago

Centurion, Gauteng, South Africa The Recruitment Council Full time
About The Role

We are seeking a highly skilled individual to join our team as Head of Strategic Wealth Management. This is a key leadership position that requires a deep understanding of wealth management strategies and the ability to drive innovative solutions across multiple channels.


Responsibilities:
  1. Strategy Development: Develop comprehensive strategies for wealth management and advice processes across various channels.
  2. Industry Insights: Stay up-to-date with industry trends and best practices, providing valuable insights to inform strategic decisions.
  3. Channel-Specific Solutions: Design and implement channel-specific wealth management strategies that cater to the unique needs of each channel.
  4. Collaboration and Communication: Foster strong relationships with cross-functional teams and stakeholders to ensure successful strategy implementation.
  5. Data Analysis: Analyze market data to identify opportunities and challenges, informing strategic decisions and recommendations.
  6. Stakeholder Management: Manage key relationships with providers, partners, and internal stakeholders to achieve strategic objectives.
Requirements:
  1. Advanced degree in a relevant field, such as business management or finance.
  2. Proven track record of success in wealth management, with a strong background in managing multiple distribution channels.
  3. Certified financial professional designations, such as CFP or CFA.
  4. In-depth understanding of the company's financial landscape and distribution channels.
Experience:

A minimum of 15 years of experience in wealth management, with a strong focus on developing and executing strategies across multiple channels.