Chief Wealth Strategy & Financial Planning Lead

The Recruitment Council; Cape Town; On-site; ZAR 600 000 - 1 000 000; Full time

Job summary

An established industry player in financial services is on the lookout for a Head of Wealth and Financial Planning. This pivotal role involves leading a team of advisory specialists and engaging with ultra-high net worth clients to deliver tailored financial solutions. You will be at the forefront of strategic leadership, driving sales initiatives, and fostering relationships both internally and externally. If you have a passion for innovation in financial planning and are ready to make a significant impact, this opportunity is perfect for you. Join a dynamic team where your expertise will shape the future of wealth management.

Qualifications

• CFP membership and FAIS accreditation are required for this role.
• Experience in managing ultra-high net worth clients and sales initiatives.

Responsibilities

• Lead a cross-functional team while managing client engagement strategies.
• Oversee budgets and sales targets to drive business growth.

Skills

Financial Planning

Wealth Management

Sales Management

Client Engagement

Budget Management

Business Development

Education

CFP Membership

FAIS Accreditation

Job description

An established industry player in financial services is on the lookout for a Head of Wealth and Financial Planning. This pivotal role involves leading a team of advisory specialists and engaging with ultra-high net worth clients to deliver tailored financial solutions. You will be at the forefront of strategic leadership, driving sales initiatives, and fostering relationships both internally and externally. If you have a passion for innovation in financial planning and are ready to make a significant impact, this opportunity is perfect for you. Join a dynamic team where your expertise will shape the future of wealth management.