Job Description
Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric philosophy.
Responsibilities:
Strategic Wealth Strategies Implementation:
- Implement the Wealth Management value proposition across the franchises for different segments of investment advisers.
- Promote the investment philosophy to empower financial advisers to demonstrate value to clients.
- Drive the adoption of the internal House view fund list.
- Manage strategic partnerships with product providers to support the wealth value proposition.
- Facilitate the investment advice process with financial advisers, encouraging the use of financial planning tools, advice processes, and in...