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. You will be responsible for client engagement and leading a cross-functional team of Advisory specialists.

Responsibilities:

1. Personal and Juristic Transactional banking
2. Structured Lending
3. Local and offshore Wealth Management
4. Cash Investment solutions
5. Long and Short-Term Insurance solutions
6. Foreign Currency Transactional solutions
7. Domestic and offshore Fiduciary and Estate Planning services
8. Commercial Property Finance
9. Share-Based Lending
10. Personalised Share Portfolios
11. Asset-Based Finance

Competencies:

1. Manage budgets and deliver on sales and acquisition targets
2. Bala...