Head Of Wealth Management

The Recruitment Council; Gauteng; On-site; ZAR 1 200 000 - 1 800 000; Full time

Job summary

A leading financial services firm is seeking a Head of Wealth Management to provide strategic direction and implement wealth management solutions. The role focuses on client relationship management, compliance, and promoting financial wellness. Ideal candidates will have a strong background in financial services and excellent communication skills.

Qualifications

• 5-8 years in financial services, especially in asset wealth management.
• Hold both RE1 and RE5 certifications.

Responsibilities

• Implement the Wealth Management value proposition across franchises.
• Educate advisers on strategies, market trends, and financial concepts.
• Build relationships with financial advisers, facilitate workshops.

Skills

Communication

Relationship building

Persuasion

Results orientation

Education

Degree in investments or related financial planning qualification

Job description

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Head Of Wealth Management - Gauteng - The Recruitment Council

The Head of Wealth Management provides investment support and implements the wealth management value proposition and solutions for Financial Advisers. This role ensures alignment with internal views, promotes financial wellness, and maintains a client-centric approach.

Key Responsibilities:

• Strategic Wealth Strategies Implementation
• Implement the Wealth Management value proposition across franchises for different segments of investment advisers.
• Promote the investment philosophy to empower financial advisers to demonstrate value to clients.
• Drive adoption of the internal House view fund list.
• Manage strategic partnerships with product providers.
• Facilitate the investment advice process, encouraging the use of financial planning tools and investment proposals.
• Provide guidance on retirement, estate, tax, and comprehensive financial planning.
• Monitor and adjust wealth management portfolios and financial plans as needed.
• Educate advisers on strategies, market trends, and financial concepts.
• Execute wealth strategies and frameworks across franchises.
• Drive business growth through strategic initiatives.
• Support client-specific wealth management strategies and risk profiles.
• Implement and standardize financial planning and advice processes, ensuring compliance.
• Support risk management and increase assets under management.
• Align investment philosophy with client risk profiles and advice deployment.
• Adviser and Client Growth and Engagement
• Partner with Wealth Managers to deliver comprehensive wealth management services.
• Build relationships with financial advisers, facilitate workshops, and contribute to growth targets.
• Focus on client needs for wealth creation, preservation, and income.
• Support a client-centric culture emphasizing personalized advice.
• Provide market insights to aid client growth and retention.
• Collaborate on marketing strategies and content creation for various channels.
• Manage wealth management marketing plans and sessions.
• Ensure consistent service delivery, build funds under management, and influence new business flows.
• Maintain knowledge of funds' investment philosophies and engage stakeholders.
• Self-Development
• Identify growth and development needs within Wealth Management.
• Governance and Monitoring
• Ensure compliance with regulations and internal standards.
• Act as custodians of the wealth management philosophy, ensuring proper implementation.
• Manage risk and ensure adherence to compliance and risk management processes.
• Investigate and report non-compliance issues.

Requirements

• Degree in investments or related financial planning qualification (minimum credits NQF6) (essential).

Experience

• 5-8 years in financial services, especially in asset wealth management.
• 5-8 years in investment marketing.
• Hold both RE1 and RE5 certifications (essential).
• Strong knowledge of South African and international markets, financial instruments, and product wrappers.
• Entrepreneurial and commercial thinking.
• Excellent presenting and communication skills.
• Relationship building and networking.
• Persuasion and influence.
• Results orientation and customer focus.
• Ability to cope with pressure and setbacks.

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