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    Head of Wealth and Financial Planning - Cape Town, South Africa - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Cape Town, South Africa

    Found in: Executive Placements ZA C2 - 1 week ago

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    Description

    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. You will also be leading a cross-functional team of Advisory specialists.

    Responsibilities:

    • Personal and Juristic Transactional banking
    • Structured Lending
    • Local and offshore Wealth Management
    • Cash Investment solutions
    • Long and Short-Term Insurance solutions
    • Foreign Currency Transactional solutions
    • Domestic and offshore Fiduciary and Estate Planning services.
    • Commercial Property Finance
    • Share-Based Lending
    • Personalised Share Portfolios
    • Asset-Based Finance


    Competencies:

    • Manage budgets and deliver on sales and acquisition targets.
    • Balance Sheet growth and protection through maintenance of existing deals and origination of new business.
    • Monitor and supervise new employees through mentorship and coaching programmes.
    • Recruit and support new staff to help them elevate and embed into our culture and business.
    • Manage a portfolio of ultra-high net worth clients in conjunction with the banking team.
    • Collaborate and integrate with the company.
    • Manage sales initiatives and participate in product improvement and enhancement.
    • Develop key relationships both internally and externally.
    • New client acquisition and business development in conjunction with the companys ventures, a Private Equity business as part of the company within the group.


    Qualifications:

    • CFP membership
    • FAIS accreditation required (RE).
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