Strategic Wealth Director
2 days ago
The Recruitment Council is seeking an exceptional candidate to fill the role of Head of Strategic Wealth Management. As a key member of our team, your primary responsibility will be to provide strategic direction in the development and delivery of wealth management propositions across various advice-centered distribution channels within the company.
Key Responsibilities:
- Strategy Development and Implementation: Develop and communicate forward-thinking strategies and frameworks for wealth management and advice processes across multiple channels.
- Thought Leadership: Provide thought leadership both within the organization and throughout the industry, driving innovation and business transformation.
- Channel-Specific Strategies: Create and execute channel-specific wealth management strategies, frameworks, and advice processes tailored to meet the unique requirements of each channel.
- Cross-Functional Collaboration: Collaborate closely with implementation teams to drive successful execution of wealth management strategies.
- Market Research and Analysis: Conduct research to stay at the forefront of market trends and analyze data to identify opportunities and challenges within each channel.
- Relationship Management: Act as a key relationship manager with providers, strategic partners, and the company.
- Degree in Business Management, Business Sciences, Finance, or Economics related fields.
- Postgraduate diploma in financial planning.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Comprehensive understanding of the company's financial landscape and distribution channels.
A minimum of 15 years of progressive experience in wealth management, with a strong background in managing multiple distribution channels.
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Head of Strategic Wealth Management
2 days ago
Centurion, Gauteng, South Africa The Recruitment Council Full timeOur client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivery of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...
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Wealth Management Leadership Position
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