Head of Wealth Management Expert
1 month ago
The Recruitment Council is seeking a highly skilled and experienced Head of Wealth Management to join our team. As a key member of our organization, you will be responsible for leading our wealth management efforts and driving business growth through strategic initiatives.
Key Responsibilities:- Strategic Wealth Strategies Implementation: Develop and implement wealth management strategies across our franchises, promoting the adoption of our wealth value proposition and solutions for financial advisers.
- Investment Philosophy and Advice: Provide guidance on investment strategies, market trends, and financial planning concepts to financial advisers, ensuring they are empowered to demonstrate value to clients.
- Portfolio Management and Risk Management: Continuously monitor wealth management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes, and ensuring compliance with regulatory requirements and internal standards.
- Client Growth and Engagement: Partner with wealth managers to deliver the full wealth management value chain, build close relationships with financial advisers and practices, and facilitate investment workshops.
- Qualifications: Degree in investments or a qualification related to financial planning (minimum 120 credits NQF6), and Certified Financial Planner (preferred).
- Experience: 5-8 years in financial services, particularly in asset wealth management, and strong knowledge of the investment and wealth management industry in South African and international markets.
- Entrepreneurial and Commercial Thinking: Ability to think strategically and drive business growth through innovative solutions.
- Presentation and Communication: Excellent presentation and communication skills, with the ability to effectively communicate complex financial concepts to stakeholders.
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