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.
Key Responsibilities:
- Formulation, Implementation and Promotion: Develop and communicate forward-thinking strategies and frameworks for Wealth Management and advice processes across various advice-centered distribution channels.
- Thought Leadership: Provide thought leadership both within the organization and throughout the industry; driving innovation and business transformation.
- Channel-Specific Strategies: Develop and execute channel-specific Wealth Management strategies, frameworks, and advice processes that cater to the distinctive requirements of each channel.
- Implementation Collaboration: Collaborate closely with implementation teams to drive successful execution of Wealth Management strategies.
- 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.
- Client Relationship Management: Fulfil the role of key relationship manager with providers, strategic partners, and the company.
Qualifications:
- Degree in Business Management/Business Sciences/Finance/Economics related.
- Post graduate diploma in financial planning.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Comprehensive understanding of the company’s financial landscape and distribution channels.
Experience:
Minimum of 15 years of progressive experience in Wealth Management, with a strong background in managing multiple distribution channels.
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