Head Of Wealth And Financial Planning | Cape Town

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:Personal and Juristic Transactional bankingStructured LendingLocal and offshore Wealth ManagementCash Investment solutionsLong and Short-Term Insurance solutionsForeign Currency Transactional solutionsDomestic and offshore Fiduciary and Estate Planning servicesCommercial Property FinanceShare-Based LendingPersonalised Share PortfoliosAsset-Based FinanceCompetencies:Manage budgets and deliver on sales and acquisition targetsBalance Sheet growth and protection through maintenance of existing deals and origination of new businessMonitor and supervise new employees through mentorship and coaching programmesRecruit and support new staff to help them elevate and embed into our culture and businessManage a portfolio of ultra-high net worth clients in conjunction with the banking teamCollaborate and integrate with the companyManage sales initiatives and participate in product improvement and enhancementDevelop key relationships both internally and externallyNew client acquisition and business development in conjunction with the company's ventures, a Private Equity business as part of the company within the groupQualifications:CFP membershipFAIS accreditation required (RE)
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