Wealth Management Growth Director: Distribution & Advisory

Acumen Talent Solutions; Remote; ZAR 800 000 - 1 000 000; Full time

Job summary

A leading financial services firm is looking for an experienced Wealth Management - Product Distribution Manager to lead client acquisition and portfolio advisory. This role requires a blend of financial expertise and marketing capability to manage complex portfolios and drive brand presence. The ideal candidate should possess significant experience in wealth management and business development. Join us in delivering exceptional service and strategic growth initiatives tailored to high-net-worth clients.

Qualifications

• 5+ years of experience in wealth management, investment advisory, or financial planning.
• Proven marketing experience within financial services.
• Deep understanding of investment products and asset allocation strategies.

Responsibilities

• Provide high-level financial advice and portfolio construction for HNW and UHNW clients.
• Develop and nurture strong relationships with high-net-worth individuals and family offices.
• Track and report AUM growth and client acquisition metrics.

Skills

Financial expertise

Marketing capability

Client strategy

Wealth management experience

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, or Economics

Master’s preferred

Tools

CRMs

Financial planning tools

Marketing automation platforms

Job description

A leading financial services firm is looking for an experienced Wealth Management - Product Distribution Manager to lead client acquisition and portfolio advisory. This role requires a blend of financial expertise and marketing capability to manage complex portfolios and drive brand presence. The ideal candidate should possess significant experience in wealth management and business development. Join us in delivering exceptional service and strategic growth initiatives tailored to high-net-worth clients.