Senior Financial Planning Manager

4 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time

The Recruitment Council seeks an exceptional financial professional to assume the role of Head of Wealth and Financial Planning. This critical position involves managing client relationships, leading a team of advisors, and driving business growth.

Core Responsibilities:

  1. Developing and maintaining a robust portfolio of personal and juristic transactional banking clients
  2. Identifying and structuring lending opportunities that align with clients' objectives
  3. Creating customized wealth management strategies for local and offshore clients
  4. Designing and implementing cash investment plans
  5. Providing holistic insurance solutions
  6. Ensuring seamless foreign currency transactions
  7. Delivering expert fiduciary and estate planning services domestically and offshore
  8. Securing attractive commercial property finance arrangements
  9. Offering innovative share-based lending solutions
  10. Crafting personalized share portfolios
  11. Negotiating favorable asset-based finance agreements

Essential Competencies:

  1. Proven leadership and budget management skills
  2. Ability to balance growth and protection through deal maintenance and origination
  3. Strong mentoring and coaching abilities
  4. Effective recruitment and support skills to enhance company culture
  5. Excellent client relationship management skills
  6. Collaborative mindset and ability to work with internal teams
  7. Drive to achieve sales targets and improve products
  8. Strategic relationship development skills
  9. Business development expertise in conjunction with private equity ventures
  10. Relevant certifications and accreditations


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