Head of Wealth and Financial Planning | Cape Town

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

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement and leading a cross-functional team of Advisory specialists.

Responsibilities:

1. Personal and Juristic Transactional banking
2. Structured Lending
3. Local and offshore Wealth Management
4. Cash Investment solutions
5. Long and Short-Term Insurance solutions
6. Foreign Currency Transactional solutions
7. Domestic and offshore Fiduciary and Estate Planning services
8. Commercial Property Finance
9. Share-Based Lending
10. Personalised Share Portfolios
11. Asset-Based Finance

Competencies:

1. Manage budgets and deliver on sales and acquisition targets
2. Balance Sheet growth and protection through maintenance of existing deals and origination of new business
3. Monitor and supervise new employees through mentorship and coaching programmes
4. Recruit and support new staff to help them elevate and embed into our culture and business
5. Manage a portfolio of ultra-high net worth clients in conjunction with the banking team
6. Collaborate and integrate with the company
7. Manage sales initiatives and participate in product improvement and enhancement
8. Develop key relationships both internally and externally
9. New client acquisition and business development in conjunction with the company’s ventures, a Private Equity business as part of the company within the group

Qualifications:

1. CFP membership
2. FAIS accreditation required (RE)