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- Implement the Wealth Management value proposition across franchises for different segments of investment advisers.
- Promote the investment philosophy to empower financial advisers to demonstrate value to clients.
- Drive the adoption of the internal House view fund list.
- Manage strategic partnerships with product providers to support the wealth value proposition.
- Facilitate the investment advice process with financial advisers, encouraging the use of financial planning tools, advice processes, and investment proposals.
- Provide guidance on retirement planning, estate planning, tax optimization, and comprehensive financial planning.
- Continuously monitor wealth management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
- Educate financial advisers on investment strategies, market trends, and financial planning concepts, maintaining regular communication.
- Execute wealth strategies and frameworks across franchises.
- Drive business growth through wealth strategic initiatives.
- Identify emerging trends and opportunities in financial technology.
- Support client base, risk profiles, and objectives specific to the channel.
- Implement financial planning and advice strategies, philosophies, and processes aligned with channel goals and objectives.
- Standardize processes and best practices for delivering financial advice, ensuring compliance with business strategy, regulatory requirements, industry standards, and organizational goals.
- Support risk management strategies and frameworks.
- Increase assets under management/advice for the business.
- Connect investment philosophy, risk profile, wealth process, and advice deployment plan.
- Promote investment behavior based on the wealth philosophy.
- Partner with Wealth Managers to deliver the full wealth management value chain.
- Build close relationships with financial advisers and practices; facilitate investment workshops.
- Manage and connect components of the wealth management investment framework.
- Serve as a liaison between franchises.
- Contribute to the growth target.
- Focus on satisfying wealth creation, preservation, and income needs of clients, and wealth management support.
- Support a client-centric culture emphasizing personalized, high-quality wealth advice.
- Provide market wealth insights to enable client growth and retention.
- Collaborate with the marketing team to support marketing strategies of adviser practices for wealth growth, engagement, and sound wealth advice.
- Engage in marketing activities for investment, savings, and wealth management propositions.
- Assist with content creation and marketing for presentations, social media, newsletters, and websites.
- Manage the implementation of wealth management marketing plans, share updates, and facilitate sessions on relevant themes.
- Ensure consistent service delivery and support to external clients.
- Build and retain funds under management.
- Migrate existing assets to focus solutions and influence new business flows into these solutions.
- Update advisers on fund and market changes.
- Maintain in-depth knowledge of funds investment philosophy and objectives.
- Engage with stakeholders and users in promoting these funds.
- Identify growth and development needs within Wealth Management.
- Ensure compliance with regulatory requirements and internal standards.
- Act as custodians of the wealth management philosophy, ensuring investment advice and processes are implemented within franchises.
- Focus on limiting potential investment risks to the business.
- Manage alignment of practices with Wealth Management solutions and core model portfolio offerings.
- Ensure compliance training and regular audits in conjunction with advice and license specialists.
- Ensure adherence to risk management and compliance processes.
- Investigate and report findings of non-compliance to organization policies and practices.
- Degree in investments or a qualification related to financial planning (minimum 120 credits NQF6) (essential).
- Certified Financial Planner (preferred).
- 5-8 years in financial services, particularly in asset wealth management.
- 5-8 years in the investment marketing arena.
- Hold both RE1 and RE5 (essential).
- Strong knowledge of the investment and wealth management industry in South African and international markets.
- Knowledge of financial markets and investments and their application locally and internationally.
- Legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
- Entrepreneurial and commercial thinking.
- Presenting and communicating information.
- Relating and networking.
- Persuading and influencing.
- Delivering results and meeting customer expectations.
- Coping with pressure and setbacks.
Head of Wealth Management - Centurion - The Recruitment Council

Description
Our client is seeking a Head of Wealth Management to lead investment support and implement wealth management value propositions for Financial Advisers. This role ensures alignment with internal views, promotes financial wellness, and fosters a client-centric philosophy.
Responsibilities:
Adviser and Client Growth and Engagement:
Self-Development:
Governance and Monitoring:
Qualifications:
Experience:
Competencies:
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