Wealth Growth & Client Strategy Lead

Acumen Talent Solutions; Remote; ZAR 900 000 - 1 200 000; Full time

Job summary

A leading financial advisory firm is seeking a Wealth Management - Product Distribution Manager to enhance client acquisition and portfolio advisory. This role demands deep financial expertise and marketing skills, focusing on high-net-worth individuals. Responsibilities include providing tailored financial advice, developing client relationships, and collaborating with teams for strategic growth. Ideal candidates will possess relevant educational qualifications, professional certifications, and robust marketing experience in financial services.

Qualifications

• Bachelor's degree in Finance, Business, or Economics; Master's preferred.
• Proven experience in wealth management, investment advisory, or financial planning.
• Strong marketing experience in financial services.

Responsibilities

• Provide high-level financial advice and portfolio construction for HNW clients.
• Develop relationships with high-net-worth individuals and family offices.
• Collaborate with investment, product, and compliance teams for client alignment.

Skills

Wealth management expertise

Client strategy

Financial marketing

Interpersonal communication

Business development

Education

Bachelor's degree in Finance or related field

Professional certifications (CFA or CFP)

Tools

Marketing analytics tools

Financial planning tools

Job description

A leading financial advisory firm is seeking a Wealth Management - Product Distribution Manager to enhance client acquisition and portfolio advisory. This role demands deep financial expertise and marketing skills, focusing on high-net-worth individuals. Responsibilities include providing tailored financial advice, developing client relationships, and collaborating with teams for strategic growth. Ideal candidates will possess relevant educational qualifications, professional certifications, and robust marketing experience in financial services.