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.

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