| Date | 2024-09-16 |
|---|---|
| Job Title | Head Of Wealth Management | Centurion |
| Employer | The Recruitment Council More Information |
| Salary | 0 |
| Category | Professions |
| Location |
Gauteng / Centurion |
Job Summary
Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric philosophy.
Responsibilities:
Strategic Wealth Strategies Implementation: Implement the Wealth Management value proposition across the 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.
Head Of Wealth Management | Centurion position available in Gauteng, Centurion. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2024-09-16 at 13:44:18 in the Professions category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Edenvale: Head Of Opreations – Fmcg posted by Leonie Sussens c.c.
Head of Oprations - EdenvaleMechanical/Industrial Engineering degree5 years relevant experience in FMCG Call Leonie Leonie Sussens c.c. Head Of Opreations - Fmcg position available in Gauteng, Edenvale. This job position was posted by Leonie Sussens c.c..
View Job
Head Of Opreations – Fmcg
Johannesburg: Head Of Operations & Sustainability
Key Responsibilities: Manage Budgets: Oversee and control spending to ensure resources are used effectively. Enhance Productivity: Analyse and optimise staffing and production to boost efficiency. Industry Awareness: Stay informed about industry trends and
View Job
Head Of Operations & Sustainability
Johannesburg: Senior Head Of Advisory posted by Construct Executive Search
Applicants must have the following requirements:Must have a Bachelor`s Degree in Finance, Economics, Business, or Development Finance or EngineeringMust have 8-10 years of experience in Management Consulting, and Commercial BankingMust have experience in p
View Job
Senior Head Of Advisory
Johannesburg: Jr 418731 – Head Of Supplier Relations (Travel Industry Experience Essential)
Employer Description Travel Management company in JHB North Job Description Responsible for negotiating, developing, communicating and managing preferred air, hotel and other (rail, car, etc.) supplier-related programmes within region which will benefit th
View Job
Jr 418731 – Head Of Supplier Relations (Travel Industry Experience Essential)
Other: Head Of Commercial posted by Jobs 4 All
Head Of Commercial TanzaniaEmail CV to Jobs 4 All Head Of Commercial position available in Other, Other. This job position was posted by Jobs 4 All. The job has been posted as a free ad on 2024-08-21 at 17:34:46 in the Building Construction Mining categor
View Job
Head Of Commercial
Johannesburg: Head Of Licensing posted by Jobs 4 All
Email CV to Jobs 4 All Head Of Licensing position available in Gauteng, Johannesburg. This job position was posted by Jobs 4 Al
View Job
Head Of Licensing
South Africa: Group Head Of Internal Audit
My client, a leading giant in the insurance industry, is looking for an exceptional Group Head of Internal Audit to join their team in Nairobi, Kenya . The ideal candidate is a strategic thinker with strong assurance experience , currently in a senior lead
View Job
Group Head Of Internal Audit
Johannesburg: Head Of Operations
Job Overview: We are looking for an experienced and strategic Head of Operations to lead and optimize our operations in the tyre industry. The ideal candidate will be responsible for overseeing all operational activities, ensuring efficiency, and driving g
View Job
Head Of Operations
Paarl: Head Of Application Development
Minimum Requirements: Grade 12 Tertiary qualification in Food Science, Technology or similar More than 8 years experience in a global application department, in the ingredients or flavors industry At least 5 years management experience Experience with SAP
View Job
Head Of Application Development
East London: Head Of Tax And Company Secretarial
A well-known client in East London is looking for a Head of Tax and Company Secretarial to join their team. Job Overview: We are looking for a Head of Tax and Compliance to lead the tax administration and company secretarial functions. This role involves o
View Job
Head Of Tax And Company Secretarial
Johannesburg: Head Of Sales (Open To Expat)
Our client is seeking a Head of Sales to develop and implement sales strategies, methods, and processes, and integrate the organization`s resources to drive commercial and direct customer acquisition and retention efforts in specified territories for the o
View Job
Head Of Sales (Open To Expat)
Port Elizabeth: Head Of Internal Audit
Main Duties/Key Results Areas: Plan and execute audit engagements, including data analysis and testing. Evaluate internal control systems. Perform risk assessments and internal control evaluations and detect discrepancies. Identify and investigate potentia
View Job
Head Of Internal Audit
South Africa: Head Of Channels
Are you passionate about driving innovation in banking channels and delivering cutting-edge solutions to customers? My client is looking for a Head of Channels to lead their expansion into the Namibian market and revolutionize the way banking services are
View Job
Head Of Channels
Beacon Bay: Head Of Tax And Company Secretarial
Our client is seeking a Head of Tax and Compliance to lead their tax administration and company secretarial functions, based in East London. This role involves overseeing the company`s tax planning, compliance, and reporting as well as ensuring that corpor
View Job
Head Of Tax And Company Secretarial
Cape Town City Centre: Head Of Project Management (Cpt Fintech)
Minimum requirements: An MBA or similar tertiary qualification Project Management Professional certification , Prince 2, PMBOK, Agile and Waterfall 10 years of solid Project Management experience and managerial skills within small or medium corporates, or
View Job
Head Of Project Management (Cpt Fintech)
East London: District Manager – Head Of Sales & Commercial (Border-Kei)
District Manager – Head of Sales & Commercial Location: Border-Kei, East London Reporting to: General Manager Are you a seasoned Sales Leader ready to drive excellence in a dynamic FMCG environment? We are seeking an accomplished District Manager who embod
View Job
District Manager – Head Of Sales & Commercial (Border-Kei)
Rustenburg: District Manager – Head Of Sales & Commercial (Rustenburg)
District Manager – Head of Sales & Commercial Location: Rustenburg, North West Reporting to: General Manager Are you a seasoned Sales Leader ready to drive excellence in a dynamic FMCG environment? We are seeking an accomplished District Manager who embodi
View Job
District Manager – Head Of Sales & Commercial (Rustenburg)
Vanderbijlpark: District Manager – Head Of Sales & Commercial (Vaal)
District Manager – Head of Sales & Commercial Location: Vaal Reporting to: General Manager Are you a seasoned Sales Leader ready to drive excellence in a dynamic FMCG environment? We are seeking an accomplished District Manager who embodies strategic visio
View Job
District Manager – Head Of Sales & Commercial (Vaal)
Johannesburg: Head Of Nursing Services
Sets standards for GHG nursing services at group level, including ensuring compliance to relevant external regulatory bodies. At Hospital level, performs and ensures the patients mental, physical and emotional health is maintained by performing tasks such
View Job
Head Of Nursing Services
Johannesburg: Head Of Credit & Risk – Financial Services Group In Sandton.
Head of Credit & Risk Financial Services group in Sandton . Superb opportunity for a dynamic B Com with 10 to 12 years of Collections, Credit and Risk exposure within Retail Banking developing to workflows and scoring models, data analytics, AI and risk mo
View Job
Head Of Credit & Risk – Financial Services Group In Sandton.
Johannesburg: Head Of Commercial & Marketing
Job description Will be responsible for Staff Management Leading the implementation of strategic initiatives to ensure exceptional and consistent services Ensuring sales & marketing activities are planned and executed Liaising with Business Stakeholders Ma
View Job
Head Of Commercial & Marketing
Pretoria: Head Of Information And Communication Technology
Responsibilities: Develop and implement ICT strategies aligned with organizational objectives. Ensure optimal performance of technological infrastructure. Lead and manage the ICT team to achieve high performance. Oversee ICT governance, security, and compl
View Job
Head Of Information And Communication Technology
Edenvale: Head Of Operations – Fmcg posted by Leonie Sussens c.c.
Mechanical/ Industrial engineering degree essentialSAP essential5 years working in FMCG environment3 years as Head of Operations Managing budget, Analysing productivity data,Optimism staff and production capacity, Overseas operations, Maintenance, quality
View Job
Head Of Operations – Fmcg
Cape Town City Centre: Head Of Loans
An exciting opportunity exists for a leading Loans expert to join our Product Incubation team to create and grow our Loans business. This Head of Product role will be responsible for taking the foundational loans programme to full product portfolio develop
View Job
Head Of Loans
Johannesburg: Head Of Recruitment
Key Responsibilities Talent sourcing Oversee the candidate recruitment life cycle/experience Promote the organization as an employer of choice. Build and maintain relationships with potential candidates to create a talent pipeline. Manage the Recruitment T
View Job
Head Of Recruitment
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
