Head: Financial Wellness & Advisory

Job Classification

146485 - Busi Radebe 

Job Post End Date: 20 July 2026

Job Family

Sales and Service

 

Career Stream

Client Service

Leadership Pipeline

Manage Others (MO)

Job Purpose

To lead the development and execution of a bank-wide financial wellness and advisory strategy that improves client and employee financial outcomes, strengthens the bank’s positioning as a trusted advisor, and drives sustainable commercial growth through integrated education, advisory and behavioural interventions.

Job Responsibilities

Strategy & Leadership

• Define and lead a unified financial wellness and advisory strategy aligned to corporate, brand, and commercial objectives


• Position financial wellness as a core strategic enabler of client engagement, differentiation, and growth


• Provide thought leadership on financial capability, behaviour change, and advisory models

 Ecosystem Design & Integration

• Build and oversee a fully integrated financial wellness ecosystem, connecting:


• 
  
  
  
  • Financial education programmeso 
  
  
  • Advisory services and coaching
  
  
  • Digital tools and platforms
  
  
  • Marketing and client engagement channels
  
  
  
  


• Eliminate fragmentation and drive consistency across all channels and touchpoints

Client & Employee Financial Outcomes

• Drive initiatives that improve:
  
  
  
  
  • Financial literacy
  
  
  • Money management behaviours (budgeting, saving, debt management)
  
  
  • Long-term financial resilience and wellbeing
  
  
  
  


• Ensure solutions are practical, accessible, and tailored to different segments

Commercialisation & Value Creation

• Translate financial wellness into tangible brand outcomes, such as enhanced brand trust and preference


• Identify and scale revenue-linked advisory opportunities

Governance, Risk & Compliance

• Ensure all financial wellness and advisory activities meet:
  
  
  
  • Regulatory requirements (e.g., FSCA standards)
  
  
  •  Internal governance and risk frameworks
  
  
  
  


• Maintain accuracy, fairness, and ethical standards across all advisory content

Measurement & Performance Management

• Define and implement a robust measurement framework focused on:
  
  
  
  • Behavioural change
  
  
  • Financial health outcomes
  
  
  • Brand impact
  
  
  
  

Stakeholder & Cross-Functional Leadership

• Lead collaboration across:
  
  
  
  • Personal & Private Banking (PPB), Business & Commercial Banking (BCB)
  
  
  
  


• Influence senior stakeholders and ensure enterprise-wide alignment

Team Leadership & Capability Development

• Build and lead a high-performing advisory and financial wellness team


• Develop critical capabilities in:
  
  
  
  • Financial advisory and coaching
  
  
  • Client engagement
  
  
  • Digital and data-driven insights
  
  
  
  


• Foster a culture of client-centricity, innovation and impact

Key Competencies

Essential Qualifications - NQF Level

• Professional Qualifications/Honour’s Degree

Technical / Professional Knowledge

• Analytical and systems thinking ability to enable the application of client insights, market


• Analytical Skills


• Business principles


• Organisational Development methodology and Practise


• Financial principles


• Facilitation techniques

Behavioural Competencies

• Monitoring Information


• Decision Making


• Compelling Communication


• Valuing Differences


• Planning and Organising


• Earning Trust


• Collaborating


• Influencing