CORE PURPOSE OF THE JOB 

To lead and manage the wealth management division of the Bank nationally, ensuring the provision of high-quality financial advisory services through a team of regional financial advisors to meet the diverse financial needs of high-net-worth individuals, drive revenue growth, and maintain compliance with all regulatory requirements.

MAIN FUNCTIONS OF THE JOB INCLUDE: 

Wealth Management Strategy and Execution

• Develops and implements wealth management strategies that align with the bank’s
• Ensures delivery of comprehensive financial planning services, including investment management, estate planning, tax efficiency, and risk management solutions to
• Monitors market trends and integrates innovative wealth management practices to enhance client service and portfolio performance.

Team Leadership and Management 

• Leads, mentors, and supports a team of regional financial advisors across KZN, Gauteng, and Western Cape, fostering a high-performance culture.
• Establishes performance standards, monitors advisor performance, and provides feedback and coaching for professional growth.
• Promotes collaboration and consistency in service delivery across regions, ensuring alignment with national

Client Relationship Management 

• Builds and maintains long-term relationships with high-net-worth clients, understanding their  financial goals, and providing tailored advice and
• Oversees the management of client portfolios to ensure optimal investment performance and risk
• Ensures timely communication with clients on portfolio performance and changes in financial conditions or

Business Development and Revenue Growth

• Identifies and drives opportunities to grow the wealth management business through client acquisition, partnerships, and cross-selling of bank products and
• Implements initiatives to increase assets under management (AUM) and generate revenue through tailored wealth management
• Collaborates with other departments (retail banking, corporate banking, SME etc.) to leverage synergies and enhance client value

Risk and Compliance Management

• Ensures full compliance with regulatory frameworks and internal policies governing wealth management and financial advisory

• Monitors and mitigates risks associated with investment portfolios and financial products offered to
• Engages with compliance, risk, and legal departments to stay updated on changes in regulations and ensure
• Ensures that the relevant advice-giving qualification with a timeline to establish to obtain a KI
• Ensure that the clients receive annual reviews and that all clients onboarded for Unit Trust are FICA

Partnership Management

• Maintains relationships with the Banks partners with respect to the banks Funds and all areas related to the fund.
• Handles all aspects of the partnership including management of costs and works with the Marketing team on the Unit Trust marketing
• Chairs the quarterly meetings with OM on the partnership and prepares the relevant
• Works with the OM team to ensure correct reporting of all the partnership

QUALIFICATIONS

• Bachelor’s degree in finance, Economics, or a related field (essential).
• CFP (Certified Financial Planner) or equivalent qualification (preferred).
• Additional qualifications such as CFA (Chartered Financial Analyst) will be
• Must be a register advice

PREFERRED EXPERIENCE

• A minimum of 7-10 years of experience in wealth management, financial advisory services, or private banking, with at least 3 years in a management
• Proven track record of managing teams and delivering financial growth through high-net-worth client

KNOWLEDGE 

• Comprehensive understanding of wealth management products, financial planning, investment strategies, tax laws, and estate
• Strong knowledge of the South African financial services landscape, regulatory environment, and economic
• Familiarity with the Islamic finance principles that govern the Bank’s products and

NOTE 

• This position requires the candidate to travel