FAMILY OFFICE SPECIALIST

Recruiter:

HR Genie

Job Ref:

3625B EG FAMSP

Date posted:

Friday, June 27, 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:

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

Logistics Specialist
Location: Johannesburg
Salary: R14 000 Monthly
Our client is looking for a dynamic and adaptable candidate to fulfil the role of a Logistics specialist.
5 days ago

Head of Tax | Cape Town | Johannesburg
Location: Johannesburg
Salary: R1 200 000 - R1 800 000
Head of Tax | Cape Town | Johannesburg
1 day ago

Drawing Office Manager (Bulk Materials / Mechanical)
Location: Johannesburg
Salary: Neg Monthly
Our client in the Bulk Materials Handing Equipment industry is seeking a Drawing office Manager to join them in Randburg, Gauteng. The successful candidate will have a diploma or degree in Mechanical Engineering with a minimum of 8 years’ experience in a similar role within an industrial or materials handling environment.
4 days ago

Trade Finance Sales Executive
Location: Johannesburg
Salary: R1.2 million plus commission
Our financial services client is looking for a New Business Sales Executive “Hunter” with solid Trade Finance or Asset Finance experience. Your role as a New Business Executive will be to build a continuous new business sales pipeline across all group companies and products by onboarding new clients through lead generation, cross-selling.
4 days ago

Full-Stack Developer
Location: Johannesburg
Salary: Market Annually
Our client, a Tech Start-up is looking for a Full-Stack Developer to join their dynamic team.
5 days ago

Oncology Case Manager
Location: Pretoria
Salary:
8 days ago

Senior Commercial Travel Consultant & Assistant to Directors
Location: Johannesburg
Salary:
A new opportunity is available with our client in the FMCG industry for a Senior Commercial Travel Consultant & Executive Assistant to the Directors. This role is office-based and can be located either in Port Elizabeth (Gqeberha) or the East Rand, Gauteng.
9 days ago

Finance & Office Assistant
Location: Johannesburg
Salary:
15 days ago

Payroll Administrator
Location: Johannesburg
Salary: Monthly
Global company based on the East Rand requires an experienced Payroll Administrator for monthly payroll of 600 staff. Individuals who apply MUST have experience with a Bargaining Council Agreement.
16 days ago