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  • Head of Wealth Management - Centurion - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Centurion

    1 week ago

    the recruitment council background
    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:

    • 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.

    Adviser and Client Growth and Engagement:

    • 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.

    Self-Development:

    • Identify growth and development needs within Wealth Management.

    Governance and Monitoring:

    • 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.

    Qualifications:

    • Degree in investments or a qualification related to financial planning (minimum 120 credits NQF6) (essential).
    • Certified Financial Planner (preferred).

    Experience:

    • 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.

    Competencies:

    • 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.

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