Wealth Management Strategic Leader
4 weeks ago
About the Role
The Recruitment Council is seeking an experienced Wealth Management Strategic Leader to join our team. As a key member of our organization, you will play a crucial role in driving the success of our clients and delivering exceptional results.
Job Description
We are looking for a seasoned professional with 5-8 years of experience in financial services, particularly in asset wealth management. You will be responsible for implementing strategic wealth strategies, promoting investment support, and aligning with internal views to promote financial wellness and a client-centric philosophy.
Responsibilities
- Develop and implement strategic wealth management plans to drive business growth and expand assets under management/advice.
- Promote investment behavior based on the wealth philosophy, ensuring alignment with channel goals and objectives.
- Partner with Wealth Managers to deliver the full wealth management value chain, building close relationships with financial advisers and practices.
- Manage and connect components of the wealth management investment framework, focusing on satisfying wealth creation, preservation, and income needs of clients.
- Provide market wealth insights to enable client growth and retention, collaborating with the marketing team to support marketing strategies of adviser practices.
- Serve as a liaison between franchises, engaging with stakeholders and users in promoting wealth management solutions.
- Identify emerging trends and opportunities in financial technology, supporting client base, risk profiles, and objectives specific to the channel.
- Implement financial planning and advice strategies, philosophies, and processes aligned with channel goals and objectives.
Requirements
To succeed in this role, you will need:
- A degree in investments or a qualification related to financial planning (minimum 120 credits NQF6).
- Certified Financial Planner (preferred).
- 5-8 years of experience in financial services, particularly in asset wealth management.
- Strong knowledge of the investment and wealth management industry in South African and international markets.
- Knowledge of financial markets and investments and their application locally and internationally.
- Legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
Competencies
You will possess:
- Entrepreneurial and commercial thinking.
- Presenting and communicating information.
- Relating and networking.
- Persuading and influencing.
- Delivering results and meeting customer expectations.
- Coping with pressure and setbacks.
Salary
R1,200,000 - R1,500,000 per annum, depending on experience.
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