Head Wealth Management

Job Description

• Manage the business unit to perform in line with the established expectations and to deliver consistent results
• Design and implement a marketing plan for the Unit to gain market share and to attain the maximum utilization of the resources through evident growth in transaction volume from generation of new accounts.
• Prepare sales pitches and provide timely information including research materials to clients in a bid to generate transactions.
• Manage the staff assigned to the level determined by management tasked with sourcing new customers and increase assets under management.
• Develop and implement new products and investment strategies for the unit to develop in-depth relationships with clients
• Coach, train and support our wealth management sales staff;
• Assist with the development of marketing materials and advise based content to help with client and prospect on going communication and education.
• oversee wealth management operations and support.
• Support and participate in ongoing training and education for team members to allow the to provide broader more robust planning advice to their clients and prospects
• Understanding client objectives and circumstances in order to ensure advice is up-to-date and relevant to them.