Chief Wealth Management Strategist
3 days ago
We are seeking a highly skilled Chief Wealth Management Strategist to join our team at HR Genie. As a key member of our wealth management division, you will be responsible for servicing existing clients and supporting our wealth planners in generating new business.
Key Responsibilities:- Servicing of Existing Clients:
- Conduct thorough portfolio performance reviews to ensure alignment with client goals and objectives.
- Provide ongoing financial guidance and support to help clients achieve their financial aspirations.
- Generating New Business:
- Identify opportunities to expand our wealth management services and develop targeted marketing strategies to attract new clients.
- Collaborate with our wealth planners to develop comprehensive proposals for implementation.
- Leadership & Support to Wealth Planner:
- Mentor and supervise wealth planners to ensure they have the necessary skills and knowledge to deliver exceptional service to our clients.
- Develop and implement quality control measures to maintain high standards of work output.
- General Administration:
- Manage client interactions and maintain accurate records to ensure compliance with relevant legislation.
- Formal Education:
- Bachelor of Commerce (BCom)
- Postgraduate Diploma in Financial Planning
- CFP accreditation is advantageous
- RE Examinations completed
We offer an attractive compensation package, including an estimated salary range of $80,000 - $110,000 per annum, commensurate with experience and qualifications.
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