The Recruitment Council
1 year ago
Head of Wealth and Financial Planning | Cape Town
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Company information
- Company
- The Recruitment Council
- Location
- South Africa, Western Cape, Cape Town Region South Africa
- Posted
- 1 year ago
Job description
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 and 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 Savings and Investments, including but not limited to: Retirement Planning, Estate Planning, Tax Planning, Investment Planning, and Financial Planning. You will be expected to: Develop and implement a comprehensive wealth and financial planning strategy for the company, in collaboration with the Executive Committee. Lead and manage a team of Advisory specialists, providing guidance and support to ensure the delivery of high-quality financial planning services to clients. Collaborate with other departments to ensure alignment and integration of financial planning services with the company's overall strategy. Develop and maintain relationships with key stakeholders, including clients, colleagues, and external partners. Identify and capitalize on opportunities for growth and innovation, and contribute to the development of the company's overall strategy. Requirements: Bachelor's degree in a relevant field, such as Finance, Accounting, or Business Administration. At least 5 years of experience in financial planning, with a focus on wealth and financial planning. Strong leadership and management skills, with the ability to motivate and inspire a team. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills, with the ability to think critically and strategically. Benefits: Competitive salary and benefits package. Opportunities for professional growth and development. Collaborative and dynamic work environment. Access to cutting-edge technology and tools. Flexible working hours and remote work options. Opportunities for career advancement and leadership development. Join a leading Financial Services company and take your career to the next level! Apply now to become the Head of Wealth and Financial Planning in Cape Town.
Required skills
- communication
- interpersonal skills
- leadership
- management
- team management
- problem-solving
- analytical skills
- tax planning
- financial services
- wealth management
- financial planning
- professional growth
- leadership development
- flexible working hours
- client engagement
- strategic planning
- strategic leadership
- critical thinking
- career development
- strategic thinking
- advisory services
- career advancement
- remote work options
- cutting-edge technology
- retirement planning
- estate planning
- investment planning
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