Regional Head Wealth Job in Umhlanga
Job Description
Regional Head Wealth Job. Manage a portfolio of staff including Wealth Bankers, Transactional Bankers, Investment Managers and Administrators, Lending Specialists, Fiduciary Specialists, and Operations Managers to deliver a holistic wealth management service to client segment. Formulate tactical strategy and associated delivery plans related to all relevant practice areas.
Responsibilities of Regional Head Wealth Job
- Oversight of end-to-end business for the Wealth segment across the region, comprising HNW & UHNW clients.
- Client engagement, including client entertainment, client visitation, and addressing of any service concerns.
- Member of Wealth National Executive Committee, reporting to Head of Wealth Management.
- Input into financial target setting & determination of other key deliverables for the coverage team.
- Business Development: strategy formulation and implementation to achieve growth ambitions for revenue lines and products across the region.
- Full accountability for the region’s revenue production.
- Risk Management: oversight and management of Credit portfolio, ensuring portfolio meets agreed risk management standards.
- Regional Deal Forum member overseeing the quality of investment advice.
- Ongoing coaching, mentoring, and performance management of team members towards the achievement of business objectives; Development and retention of key talent.
Requirements
- Bachelor’s degree in finance, economics, business administration, or related field; Master’s degree or professional certifications (e.g., CFA, CFP) may be preferred.
- Extensive experience in wealth management, private banking, or financial services, with a track record of leadership and strategic management.
- Proven ability to develop and execute business strategies to drive growth and profitability in the wealth management sector.
- Strong understanding of investment products, financial markets, and wealth management solutions.
- Excellent leadership and management skills, with the ability to build, mentor, and motivate high-performing teams.
- Demonstrated success in building and maintaining relationships with high-net-worth clients and stakeholders.
- Sound knowledge of regulatory compliance, risk management, and financial planning principles.
- Effective communication and negotiation skills, with the ability to engage and influence stakeholders at all levels.
- Analytical mindset with the ability to analyze market trends, competitor activities, and client needs to inform strategic decision-making.
- Proven ability to work collaboratively across departments and regions to achieve organizational objectives.
- Flexibility and adaptability to navigate complex and dynamic business environments.
Education
- Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies (Required).
