FAMILY OFFICE SPECIALIST

Recruiter:

HR Genie

Job Ref:

3625 EG FAMSP

Date posted:

Tuesday, June 3, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Responsible for developing, implementing, driving, and managing the family office strategy.

POSITION INFO:

Our client with a national footprint is looking for a Family Office Specialist. Your:

Education:

Post Graduate qualification in Finance, Business or similar
CFA or CA will be highly advantageous

Experience Required:

A minimum of 10 years’ experience in financial services with ultra-high-net-worth client management. Exposure to complex financial structures will be beneficial.

Duties:

Strategy Implementation and Management
- Develop and execute the family office strategy established by the Company's Private Clients.
- Monitor and adjust implementation processes to ensure alignment with strategic objectives.
- Develop and maintain processes to streamline service delivery.
Client Relationship Management
- Build and nurture strong relationships with ultra-high-net-worth clients.
- Act as the primary point of contact for all family office needs, ensuring clients receive tailored, professional service.
- Present and simplify complex financial (including asset allocation) and structuring solutions to clients for effective implementation.
Coordination Across Teams
- Serve as a liaison between Financial Advisors, structuring firms, and tax specialists.
- Ensure seamless communication and understanding among all parties involved.
- Facilitate the integration of client solutions across various disciplines and stakeholders.
Revenue Growth
- Identify opportunities to enhance client engagement and drive revenue growth through exceptional service and value delivery.
- Leverage relationships and insights to cross-sell relevant services within the Group's ecosystem.
Structure Visualization and Asset Allocation
- Utilize advanced Excel skills to visualize and conceptualize global wealth structures for clients.
- Assist in interpreting asset allocation strategies tailored for wealthier families.
- Ensure that clients’ wealth structures align with their long-term financial goals.

Similar jobs you might be interested in:

Finance Manager - CA(SA) â Alberton
Location: Johannesburg
Salary:
Oversee and manage the entire Financial Accounting department.The Financial Manager is responsible for the financial health of the organization. They produce financial reports, ensure compliance, cash flow management and any other finance-related activities for the long-term financial goals of their organization.This position is responsible for the quality of the product. Therefore, the posi...
27 days ago

Domestic Trade Specialist
Location: Sandton
Salary:
90 days ago

Parts Technical Support Representative
Location: Johannesburg
Salary:
A leading organization in the agricultural and engineering sector is seeking a dedicated Parts Technical Support Representative to join its high-performing technical support team. The ideal candidate will have a strong mechanical background and a proven ability to manage complex customer service and parts-related issues in a dynamic environment.
Today

Internal Team Manager
Location: Johannesburg
Salary: Market Related
This is a pivotal leadership role within a dynamic and growth-oriented environment.
Today

Business development engineer
Location: Centurion
Salary:
An international defence company is seeking a business development engineer.
Today

Business Development Executive
Location: Johannesburg
Salary:
Today

Assistant Branch Manager
Location: Johannesburg
Salary:
Our client in Maboneng, Johannesburg is seeking an Assistant Branch Manager to join their dynamic team. The ideal candidate will have 2 to 3 years of relevant work experience, strong leadership skills, and a friendly yet professional telephone manner. A Matric Certificate and relevant tertiary education are required, along with computer literacy and appropriate certification. Candidates must have ...
1 day ago

Bid Manager
Location: Johannesburg
Salary: market related Monthly
Main Job Purpose:To maximise the organisation's chances of securing contracts and business opportunities by effectivelymanaging the tendering and internal sales process, while ensuring compliance, quality, and strategicalignment. To oversee the process of preparing and submitting tenders or proposals in response torequests from potential clients or customers. The role involves coordinating and man...
1 day ago

Label Sales Executive – Industry
Location: Johannesburg
Salary:
1 day ago

FAMILY OFFICE SPECIALIST
Location: Pretoria
Salary: Market related
Responsible for developing, implementing, driving, and managing the family office strategy.
2 days ago