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. 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
- 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 company’s ventures, a Private Equity business as part of the company within the group.
- CFP membership
- FAIS accreditation required (RE).
