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:

Business Development Engineer – Global Defense Sector - Graduate Role
Location: Pretoria
Salary: Negotiable
An internationally company in the Defense Industry is looking for a dynamic and driven Engineer to expand its global footprint and grow market share. This strategic role focuses on securing new business opportunities, and building long-term client relationships.
26 days ago

Communication Deputy Business Unit Leader
Location: Pretoria
Salary: 1 500 000
The purpose of this vacancy is to Provide strategic support the development of the communication strategy of the Organization. Support the development and implementation of the communication functions of the strategy. Drive execution and implementation of communications strategic initiatives. Promote and manage institutional cooperation within the Organization and its stakeholders. Lead the develo...
Today

People Development and Compliance Specialist
Location: Sandton
Salary:
People Development and Compliance SpecialistBased in Paulshof Sandton JHBSalary range: R632 000 to R692 000 annual CTCClosing date: 23 June 2025
Today

X2 Senior Cybersecurity Manager
Location: Pretoria
Salary:
Managed Talent Solutions a business Unit within Datacentrix is looking for X2 Senior Cybersecurity Manager. Must have minimum qualification of NQF Level 7 plus post graduate Diploma with specialisation in Auditing and/or Information Technology. In addition the applicants must have a minimum of 6 years’ experience post qualification with at least 4 years’ experience operating at a manag...
1 day ago

Senior Manager: Supply Chain
Location: Johannesburg
Salary:
My client in the mining/production industry is seeking a Senior Manager for their Supply Chain department.This role takes care of procurement, logistics, inventory management, warehousing, transportation and planning and optimisation.
1 day ago

Graduate Mechanical Engineer (Applications Engineer)
Location: Johannesburg
Salary:
1 day ago

International Accountant
Location: Johannesburg
Salary:
Drive financial impact across borders! Join a high-growth international business as a General Accountant and take ownership of financial operations that span the African continent.
2 days ago

Automotive Logistics Manager - OEM Level - Bryanston
Location: Bryanston
Salary:
Remuneration: Market Related dependent on skill set, knowledge, and experience Purpose Of The Job: Our client is looking for an experienced and qualified Logistics Manager to oversee the logistics department and to ensure that the vehicles arrive in the necessary locations effectively and efficiently.To be successful in this role, the candidate will hold responsibility of ensuring the ve...
2 days ago

Planning & Reporting Analyst
Location: Sandton
Salary:
2 days ago

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