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.
Responsibilities: Client engagement and leading a cross-functional team of Advisory specialists.Managing personal and juristic transactional banking, structured lending, wealth management, cash investment solutions, insurance solutions, foreign currency transactional solutions, fiduciary and estate planning services, commercial property finance, share-based lending, personalized share portfolios, and asset-based finance.Competencies: Manage budgets and deliver on sales and acquisition targets.Ensure balance sheet growth and protection through maintenance of existing deals and origination of new business.Monitor and supervise new employees via mentorship and coaching programs.Recruit and support new staff to 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.Drive new client acquisition and business development, including ventures into private equity within the group.Qualifications: CFP membership.FAIS accreditation required (RE).J Ljbffr
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