Head Wealth Managemet

Responsibilities:

• Leading the charge on market research plans to identify new opportunities, promotion, and growth
• Mobilise deposits through the sales of a wide range of Products (Commercial Papers, Bonds, Bond Fund, Nominated Funds, and other Investment products)
• Manage complex investment portfolios across multiple asset classes, including traditional and alternative investments.
• Develop and implement comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
• Provide personalized, high-touch advisory services focused on long-term wealth preservation and growth.
• Advise on risk management solutions, including insurance and asset protection strategies.
• Working with the management to implement marketing strategies and new opportunities
• Lead and mentor junior advisors and support staff, fostering professional development and high service standards.
• Drive new business development through client referrals, networking, and strategic relationship management.
• Stay informed on market trends, regulatory changes, and emerging financial strategies.
• Contribute to the firm’s strategic direction and thought leadership through insights and client education.
• Liaise with stakeholders and vendors to promote the success of activities and enhance the company’s presence

Requirements:

• First Degree in any of the disciplines such as Economics, Marketing, Banking & Finance, and Business Administration. A postgraduate degree is an added advantage.
• A minimum of 7 years of banking experience in a Relationship Management role.
• Strong grasp of Excel demonstrated by ability to build, monitor, review and update complex analyses;
• Ability to evolve appropriate business strategy and operations, processes and key drivers to drive profitability and ROI.
• Ability to demonstrate a high degree of numerical, verbal and analytical competence.
• Excellent interpersonal and communication skills demonstrated with a mastery in written communication and presentations;
• Ability to multitask and work closely with individuals from a wide variety of backgrounds
• Personable team player with the ability to gain the confidence and trust of colleagues.