190 Wealth Manager Grand Baie Mauritius jobs in Gauteng

Our Wealth Management client is looking for a Wealth Management Administrator with solid 5+ years experience within Wealth Management. To provide efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions.

Are you working in a financial advisory or brokerage environment? Then this role is for you.

Salary: Market related plus commission (in new business) – depends on experience and qualifications.

Position type: Permanent.

Hours: 8am to 16:30.

Minimum Requirements:

• Matric (Grade 12) required.
• RE5 Certificate preferred (or willing to obtain within 12 months).
• NQF Level 5 in Financial Planning / Wealth Management
• Minimum 5 years relevant administration experience in a financial services environment (investments & long-term insurance).
• Experience in new business processing and client servicing.
• Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).
• Competency in Section 14 transfer process, provident fund transfers, Retirement transfers and strong general investment knowledge
• Strong administrative and organisational skills. High attention to detail and accuracy.
• Excellent verbal and written communication skills (English).
• Ability to prioritise tasks and meet deadlines under pressure.
• Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system).

Key responsibilities:

• New Business Administration: Process and submit new long-term insurance and investment applications timeously
• and accurately
• Client Servicing: Handle client queries regarding existing policies and investments
• Compliance & Record Keeping: Maintain accurate, up-to-date records on CRM and policy administration systems
• General Administration: Liaise with advisors, product providers and clients professionally; Assist with daily office admin and ad hoc tasks as needed.

Direct message the job poster from FROGG Recruitment

Our Wealth Management client is looking for a Wealth Management Administrator with solid 5+ years experience within Wealth Management. To provide efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions within a financial advisory or brokerage environment.

Salary: Market related plus commission (in new business) – depends on experience and qualifications

Position type: Permanent

Hours: 8am to 16:30

Matric (Grade 12) required.

RE5 Certificate preferred (or willing to obtain within 12 months).

NQF Level 5 in Financial Planning / Wealth Management

Minimum 5 years relevant administration experience in a financial services environment (investments & long-term insurance).

Experience in new business processing and client servicing.

Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).

Competency in Section 14 transfer process, provident fund transfers, Retirement transfers and strong general investment knowledge

Strong administrative and organisational skills. High attention to detail and accuracy.

Excellent verbal and written communication skills (English).

Ability to prioritise tasks and meet deadlines under pressure.

Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system).

Key responsibilities:

New Business Administration: Process and submit new long-term insurance and investment applications timeously

and accurately

Client Servicing: Handle client queries regarding existing policies and investments

Compliance & Record Keeping: Maintain accurate, up-to-date records on CRM and policy administration systems

General Administration: Liaise with advisors, product providers and clients professionally; Assist with daily office admin and ad hoc tasks as needed.

Please apply online

FROGG Recruitment

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Administrative and Sales
• Industries Insurance, Investment Management, and Financial Services

Referrals increase your chances of interviewing at FROGG Recruitment by 2x

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients’ evolving needs.

Key Responsibilities:

1. Strategic Wealth Management:

• Conduct comprehensive assessments of clients’ financial status, including assets, liabilities, income, expenses, and investment goals.
• Develop bespoke wealth management strategies aligned with clients’ objectives, risk tolerance, and timeframes.
• Design and manage investment portfolios using diverse asset classes and investment vehicles.
• Offer guidance on retirement, estate planning, tax optimization, insurance, and comprehensive financial planning.
• Continuously monitor and adjust clients’ portfolios and plans in response to changing circumstances, market conditions, and regulatory updates.
• Educate financial advisers on investment strategies, market trends, and financial planning concepts, ensuring regular communication and engagement.
• Execute wealth strategies and initiatives to drive business growth within the distribution channel.
• Identify and capitalize on emerging trends and opportunities in financial technology.
• Ensure alignment with client base, risk profiles, and channel-specific objectives.
• Implement financial planning and advisory strategies in line with channel goals.
• Conduct detailed financial analyses to uncover opportunities for cost optimization, revenue enhancement, and risk mitigation.
• Standardize processes and best practices for delivering financial advice, ensuring compliance with regulatory requirements and industry standards.
• Implement risk management strategies and frameworks specific to the channel.
• Conduct market research to stay ahead of trends, economic developments, and legislative changes.
• Collaborate with business development teams to identify growth opportunities and attract new clients.
• Promote the integration of Investment Philosophy, Risk Profiles, Elite Wealth Process, and advisory plans.
• Advocate for sound investment behavior among advisers based on wealth philosophy.
• Optimize structure and fees.

• Develop close relationships with business partners and practices, facilitating investment workshops.
• Address clients’ needs for wealth creation, preservation, and income, along with wealth management support services.
• Foster a client-centric culture, emphasizing personalized, high-quality wealth advice.
• Establish strategic partnerships with stakeholders to understand business priorities and requirements.
• Provide credible market insights to enable client growth and retention.
• Maintain relationships to meet service level agreements, ensuring professionalism, accountability, and competitive targets.
• Collaborate with brand and marketing managers to deploy effective strategies for wealth growth and engagement.
• Work with the wealth management team to implement operational plans.
• Develop ongoing engagement and marketing activities to support investment, savings, and wealth management propositions.

• Build productive relationships with key stakeholders.
• Attract, select, and recruit qualified talent in line with Employment Equity principles.
• Create a positive work climate and culture to energize employees and advisers.
• Demonstrate exemplary leadership through personal involvement and inclusive leadership.
• Drive a culture of best practices, continuous learning, and improvement.
• Ensure accurate workforce planning and execution.
• Identify growth and development needs for employees and advisers, collaborating on training and personal growth initiatives.
• Drive performance excellence by setting team goals and maintaining regular dialogues.
• Encourage innovation, integrity, and collaboration within the team.

• Manage the budget and implement sound financial controls.
• Authorize expenditures and enforce financial regulations.
• Enhance cost-effectiveness and operational efficiency.
• Implement risk management, governance, and compliance policies.
• Participate in financial policy and procedure effectiveness to prevent illegal or unethical conduct.

• Business Acumen: Comprehensive understanding of global financial markets, regulatory landscapes, and key business drivers.
• Client Commitment: Anticipates and exceeds client needs, fostering long-lasting relationships and supporting financial wellness.
• Results-Driven: Exhibits urgency, focus, accountability, and agility to achieve business results.
• Leadership: Actively leads change, promotes continuous improvement and innovation.
• Team Motivation: Fosters a positive work environment, building trust and commitment.
• Strategic Thinking: Develops competitive strategies for short-term profitability and long-term growth.
• Collaboration: Aligns efforts across divisions to prioritize business interests.
• Influence: Persuades and inspires others to gain support and commitment.
• Self-Awareness: Effectively manages self and relationships, providing perspective in challenging situations.
• Inclusiveness: Embraces diversity and engages with people from diverse backgrounds.
• Talent Development: Takes responsibility for personal development and mentors others.

• Degree in Business Management, Investments, Business Sciences, Finance, Economics, or related fields (Master’s preferred).
• Postgraduate diploma in financial planning.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
• Industry qualifications (RE5 & RE1).

• 5-8 years in financial services, particularly asset wealth management.
• 5-8 years in investment marketing.
• 5-8 years in financial advisers’ networks or agencies.
• Strong knowledge of investment advice philosophy, South African and international wealth management industries.
• Familiarity with financial markets, investment strategies, FAIS regulations, exchange control, and financial instruments.
• In-depth understanding of global financial markets, governance frameworks, and wealth management strategies.

The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients’ evolving needs.

Key Responsibilities:

1. Strategic Wealth Management:

• Conduct comprehensive assessments of clients’ financial status, including assets, liabilities, income, expenses, and investment goals.
• Develop bespoke wealth management strategies aligned with clients’ objectives, risk tolerance, and timeframes.
• Design and manage investment portfolios using diverse asset classes and investment vehicles.
• Offer guidance on retirement, estate planning, tax optimization, insurance, and comprehensive financial planning.
• Continuously monitor and adjust clients’ portfolios and plans in response to changing circumstances, market conditions, and regulatory updates.
• Educate financial advisers on investment strategies, market trends, and financial planning concepts, ensuring regular communication and engagement.
• Execute wealth strategies and initiatives to drive business growth within the distribution channel.
• Identify and capitalize on emerging trends and opportunities in financial technology.
• Ensure alignment with client base, risk profiles, and channel-specific objectives.
• Implement financial planning and advisory strategies in line with channel goals.
• Conduct detailed financial analyses to uncover opportunities for cost optimization, revenue enhancement, and risk mitigation.
• Standardize processes and best practices for delivering financial advice, ensuring compliance with regulatory requirements and industry standards.
• Implement risk management strategies and frameworks specific to the channel.
• Conduct market research to stay ahead of trends, economic developments, and legislative changes.
• Collaborate with business development teams to identify growth opportunities and attract new clients.
• Promote the integration of Investment Philosophy, Risk Profiles, Elite Wealth Process, and advisory plans.
• Advocate for sound investment behavior among advisers based on wealth philosophy.
• Optimize structure and fees.

• Client-Centric Wealth Processes:

• Develop close relationships with business partners and practices, facilitating investment workshops.
• Address clients’ needs for wealth creation, preservation, and income, along with wealth management support services.
• Foster a client-centric culture, emphasizing personalized, high-quality wealth advice.
• Establish strategic partnerships with stakeholders to understand business priorities and requirements.
• Provide credible market insights to enable client growth and retention.
• Maintain relationships to meet service level agreements, ensuring professionalism, accountability, and competitive targets.
• Collaborate with brand and marketing managers to deploy effective strategies for wealth growth and engagement.
• Work with the wealth management team to implement operational plans.
• Develop ongoing engagement and marketing activities to support investment, savings, and wealth management propositions.

• Leadership and Team Management:

• Build productive relationships with key stakeholders.
• Attract, select, and recruit qualified talent in line with Employment Equity principles.
• Create a positive work climate and culture to energize employees and advisers.
• Demonstrate exemplary leadership through personal involvement and inclusive leadership.
• Drive a culture of best practices, continuous learning, and improvement.
• Ensure accurate workforce planning and execution.
• Identify growth and development needs for employees and advisers, collaborating on training and personal growth initiatives.
• Drive performance excellence by setting team goals and maintaining regular dialogues.
• Encourage innovation, integrity, and collaboration within the team.

• Financial Management:

• Manage the budget and implement sound financial controls.
• Authorize expenditures and enforce financial regulations.
• Enhance cost-effectiveness and operational efficiency.
• Implement risk management, governance, and compliance policies.
• Participate in financial policy and procedure effectiveness to prevent illegal or unethical conduct.

• Key Competencies:

• Business Acumen: Comprehensive understanding of global financial markets, regulatory landscapes, and key business drivers.
• Client Commitment: Anticipates and exceeds client needs, fostering long-lasting relationships and supporting financial wellness.
• Results-Driven: Exhibits urgency, focus, accountability, and agility to achieve business results.
• Leadership: Actively leads change, promotes continuous improvement and innovation.
• Team Motivation: Fosters a positive work environment, building trust and commitment.
• Strategic Thinking: Develops competitive strategies for short-term profitability and long-term growth.
• Collaboration: Aligns efforts across divisions to prioritize business interests.
• Influence: Persuades and inspires others to gain support and commitment.
• Self-Awareness: Effectively manages self and relationships, providing perspective in challenging situations.
• Inclusiveness: Embraces diversity and engages with people from diverse backgrounds.
• Talent Development: Takes responsibility for personal development and mentors others.

• Qualifications:

• Degree in Business Management, Investments, Business Sciences, Finance, Economics, or related fields (Master’s preferred).
• Postgraduate diploma in financial planning.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
• Industry qualifications (RE5 & RE1).

• Experience:

• 5-8 years in financial services, particularly asset wealth management.
• 5-8 years in investment marketing.
• 5-8 years in financial advisers’ networks or agencies.
• Strong knowledge of investment advice philosophy, South African and international wealth management industries.
• Familiarity with financial markets, investment strategies, FAIS regulations, exchange control, and financial instruments.
• In-depth understanding of global financial markets, governance frameworks, and wealth management strategies.

Get AI-powered advice on this job and more exclusive features.Fintech is entering a new phase where operational and commercial excellence has become critical for success.

We at MTN believe this is a game changer in terms of our business strategy.

We are looking at an incumbent to join us as we build a successful business together.As part of your portfolio as a Manager : Product Manager Wealth Management you will : Implement a strategic roadmap for wealth management products, including mutual funds, investment portfolios, retirement plans, crypto currency and alternative investments.Translate the strategy into operational initiativesCreate consolidated wealth management Business plan & business casesConduct market research and competitor analysis to identify opportunities for product innovation and differentiation.Define product features, pricing, and positioning based on customer insights and market trends.Work closely with investment, risk, compliance, and legal teams to ensure product structures meet regulatory requirements.Oversee the end-to-end lifecycle of wealth management products, from ideation to launch and ongoing optimization.Manage product roadmaps and deliver new products for the MTN markets and provide data driven inputs into Opcos Go-To-Market plansMonitor product performance, KPIs, and customer feedback to enhance offerings and improve profitability.Collaborate with financial advisors, relationship managers, and sales teams to drive product adoption and revenue growth.Ensure a seamless customer experience by optimizing digital platforms, processes, and client touchpoints.Conduct extensive market research and create realistic user stories for service optimizationCollaborate regularly with in country product teamsPrepare all the documents for business requirements, goals, metrics, etc.Ensure that the implementation of product specs requirements is successful and that all aspects within the scope of the product development project are accounted forMonitor and ensure complete regulatory compliance in all aspects of the product development and launch pipeline.Ensure compliance with financial regulations, risk policies, and governance frameworks related to wealth management products.Work with internal audit, legal, and compliance teams to mitigate risks and maintain regulatory compliance.Stay updated on changes in investment regulations and assess their impact on products and services.The incumbent must have the following : Bachelor's or Master's degree in Finance, Business, Economics, or a related field.Formal certification in Product Management / Product Owner, Agile Delivery, User Experience or other relevant fields would be beneficial5 years of experience in wealth management, investment banking, or financial product management with at least 2 years management experience.Strong knowledge of investment products, financial markets, and regulatory frameworks.Experience in managing product development, pricing, and go-to-market strategies.Excellent analytical, problem-solving, and decision-making skills.Strong stakeholder management and ability to work cross-functionally.Familiarity with fintech, digital wealth platforms, and emerging financial technologies.Hands on experience in managing, leading and implementing innovative digital products and initiativesExperience with Agile delivery and Development Operations frameworksDeep understanding of the Fintech ecosystem, players, business models and industry related best practices.Understanding of emerging markets advantageousWorked across diverse cultures and geographiesReady to make and drive the change with us?

Apply now!Closing date : 30 June .

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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.

Job Description:

Position:

• Facilitator - INSETA Wealth Management L5

Minimum Education and/or Qualifications required:

• Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated
• Facilitation qualifications or equivalent
• ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage
• Qualification in Supply Chain Management/Logistics/ project management

Minimum Experience required:

• 3 - 5 years’ experience in HRD / Training and Development field
• 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context
• 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5

Minimum Job Competencies required:

• A workable understanding of SETA, QCTO & SAQA
• Understand principles of Education, Training and Development
• Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA)
• Ability to identify, quality assure and/or assess theoretical modules required
• Ability to present / deliver training modules
• Good facilitation and presentation skills
• Ability to liaise with all levels throughout the Organisation and/or Group
• High level of computer literacy
• Qualified & registered assessor (where/when applicable)

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.

Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management . Your role is to provide strategic direction in the development and delivery of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.

1. Formulation, Implementation and Promotion: Develop and communicate forward-thinking strategies and frameworks for Wealth Management and advice processes across various advice-centered distribution channels.
2. Thought Leadership: Provide thought leadership both within the organization and throughout the industry; driving innovation and business transformation.
3. Channel-Specific Strategies: Develop and execute channel-specific Wealth Management strategies, frameworks, and advice processes that cater to the distinctive requirements of each channel.
4. Implementation Collaboration: Collaborate closely with implementation teams to drive successful execution of Wealth Management strategies.
5. Research and Analysis: Conduct research to stay at the forefront of market trends and analyze data to identify unique opportunities and challenges within each channel.
6. Client Relationship Management: Fulfil the role of key relationship manager with providers, strategic partners, and the company.

1. Degree in Business Management/Business Sciences/Finance/Economics related.
2. Post graduate diploma in financial planning.
3. Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
4. Comprehensive understanding of the company’s financial landscape and distribution channels.

Minimum of 15 years of progressive experience in Wealth Management, with a strong background in managing multiple distribution channels.