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:

Financial Controller
Location: Johannesburg
Salary: 620000
An opportunity for a Financial Controller.
4 days ago

CIO
Location: Johannesburg
Salary:
Job Title: chief Information Officer (CIO)Department: Information Technology / Executive LeadershipReports To: chief Executive Officer (CEO) / Board of DirectorsJob Purpose:The chief Information Officer (CIO) is responsible for leading the organization’s information technology strategy and operations, ensuring the alignment of technology initiatives with business objectives. As a key member ...
66 days ago

Gender Equality Programme (GEP) Coordinator
Location: Centurion
Salary: 50000 Monthly
Urgently looking for a Gender Equality Programme (GEP) Coordinator!!!!!
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

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

People Development Specialist
Location: Johannesburg
Salary:
3 days ago

Senior Bookkeeper (Accountant)
Location: Johannesburg
Salary: 650000 Annually
Count on a Smokin’ Career Move! ð¨ A well-rolled opportunity has just lit up at the intimate South African branch of a global manufacturing conglomerate in the tobacco industry. This Johannesburg East-based team is ready to spark up their finance function with an Accountant who brings balance to the books and stays lit under pressure.
5 days ago

Actuarial Analyst
Location: Johannesburg
Salary:
Are you a skilled Actuarial Analyst ready to step into a high-impact role? A leading insurer is seeking a Senior Corporate Actuarial Analyst to join their dynamic team supporting both life and non-life insurance portfolios. This opportunity is perfect for an individual who thrives on strategic contribution across reserving, capital modelling, and regulatory reporting.
7 days ago

Financial Manager
Location: Pretoria
Salary: 550 000 Annually
We're Hiring: Financial Manager in the education Resource Industry.
7 days ago

Electrical Specialist_PTA
Location: Pretoria
Salary:
7 days ago