Head of Wealth Management.

Our client in the financial services sector is seeking to fill the position of Head of Wealth Management.

JOB SUMMARY

The Head of Wealth Management is responsible for formulating the business strategy to attract new clients, and manage and develop staff. The incumbent must also oversee the clients’ investment portfolios and maintain a high level of customer relations and service to ensure the profitability and growth, in accordance with the organisations mandate.

DUTIES AND RESPONSIBILITIES

• Devise, implement, and maintain board approved investment policies and strategies
• Develop wealth and investment management strategies that match clients’ goals and risk tolerance levels.
• Participate in the development of new business, including the creation of presentation materials for prospective customers
• Develop Marketing strategies to grow business, such as social events, promotions and client seminars
• Prepare departmental reports for the board
• Lead weekly meetings with the wealth managers, portfolio managers and investment analysts to discuss business initiatives and market developments
• Coach and mentor staff resources to ensure exceptional service to high-net-worth clients
• Establish and manage departmental policies and procedures relating to the operational control environment, including AML/CFT compliance and new account opening.
• Ensure direct reports keep clients abreast of their investment performance through timely issue of statements and communication of market information
• Lead annual client portfolio reviews with wealth managers

QUALIFICATIONS AND EXPERIENCE

• Post graduate degree in Business or Finance
• CFA certification would be an asset
• At least 10 years managerial and investment experience
• At least 5 years - experience in leading a sales team, with a proven track record for growing the customer base for financial products and services
• Proven track record of generating new business and exceptional client service
• Strong understanding of financial products and associated risks to ensure satisfaction of clients’ needs
• In depth knowledge of financial markets to present informed response to client’s queries

We wish to thank all applicants for their interest, however, only those favourably considered will be contacted.