Strategic Leader for Wealth and Financial Planning

5 days ago


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

Job Summary:

The Recruitment Council is seeking a seasoned financial planning professional to join our team as Head of Wealth and Financial Planning. As a key member of our organization, you will be responsible for leading a cross-functional team of advisory specialists and driving client engagement.

Key Responsibilities:

  • Financial Planning and Wealth Management: Develop and implement comprehensive financial plans for high net worth clients, including personal and juristic transactional banking, structured lending, and wealth management solutions.
  • Team Leadership: Manage and mentor a team of advisory specialists, providing guidance and support to ensure the delivery of exceptional client service.
  • Business Development: Identify and pursue new business opportunities, collaborating with internal stakeholders to drive growth and revenue.
  • Client Relationships: Foster and maintain strong relationships with high net worth clients, providing personalized service and support to meet their financial needs.
  • Competency Development: Develop and implement training programs to enhance the skills and knowledge of team members, ensuring they are equipped to provide exceptional client service.

Requirements:

  • Professional Qualifications: CFP membership and FAIS accreditation (RE) are required.
  • Leadership Experience: Proven track record of leadership and management experience, with a focus on team development and client engagement.


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