Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivery of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.
Qualifications: Degree in Business Management/Business Sciences/Finance/Economics related.
Post graduate diploma in financial planning.
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
Comprehensive understanding of the company's financial landscape and distribution channels.
Proficiency in the creation of:
Governance Frameworks
Wealth Management Strategies
Investment Advice and Advice processes
Financial Analysis
Risk Management.
Experience: Minimum of 15 years of progressive experience in Wealth Management, with a strong background in managing multiple distribution channels.
Key Responsibilities: Formulation, implementation and promotion of the strategic Wealth strategy and providing thought leadership across various advice-centered channels. Lead and grow Wealth management in a channel specific and client centric manner to contribute to client growth, engagement and sound financial advice. Effectively lead team. Ensure Efficient and Effective Practice. Business Acumen: Understands how the business operates, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Client / Stakeholder Commitment: Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Leads Change and Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Motivating and Inspiring Team: Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
Strategic Thinking: Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.
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