Head Of Wealth Management | Centurion

The Recruitment Council; Gauteng; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

A leading recruitment council is seeking a qualified Head of Wealth Management to provide investment support and implement wealth management solutions for financial advisers. The successful candidate will oversee regulatory compliance, drive business growth, and develop strong relationships in a client-centric environment. This role requires a blend of technical expertise and interpersonal skills to ensure effective wealth management strategies are executed successfully.

Qualifications

• Essential: Degree in finance-related field (minimum NQF6).
• Preferred: Certified Financial Planner.
• 5-8 years in financial services, specifically asset wealth management and investment marketing.

Responsibilities

• Implement Wealth Management strategies across franchises.
• Build relationships with financial advisers and support client growth.
• Ensure regulatory compliance and manage investment risks.

Skills

Understanding of South African investment markets

Communication

Networking

Persuasion

Results-driven

Resilience

Education

Degree in investments or related financial planning qualification

Certified Financial Planner

Job description

Our client is seeking a qualified candidate for the role of Head of Wealth Management.

The successful candidate will provide investment support and implement the wealth management value proposition and solutions for Financial Advisers.

This role ensures alignment with internal views and promotes financial wellness and a client-centric approach.

Responsibilities:

• Strategic Wealth Strategies Implementation: Implement the Wealth Management value proposition across franchises, promote the investment philosophy, manage strategic partnerships, facilitate investment advice, and monitor portfolios. Educate advisers, execute wealth strategies, drive business growth, support client-specific wealth objectives, and ensure compliance.
• Adviser and Client Growth and Engagement: Partner with Wealth Managers, build relationships with financial advisers, manage wealth management components, contribute to growth targets, support client needs, and collaborate on marketing strategies. Manage wealth management marketing plans, ensure service delivery, and build client assets.
• Self-development: Identify growth needs within Wealth Management.
• Governance and Monitoring: Ensure regulatory compliance, act as custodians of the wealth philosophy, manage risks, and oversee compliance training and audits.

Qualifications:

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

Experience:

• 5-8 years in financial services, especially in asset wealth management and investment marketing.
• Hold both RE1 and RE5 (essential).

Knowledge and Skills:

• Strong understanding of South African and international investment markets.
• Legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
• Entrepreneurial mindset, excellent communication, networking, persuasion, results-driven, and resilience.