FINANCIAL SPECIALIST: ULTRA HIGH NET WORTH CLIENTS

Recruiter:

HR Genie

Job Ref:

3625A EG FAMSP

Date posted:

Friday, June 13, 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 SPECIALIST: ULTRA HIGH NET WORTH CLIENTS
Location: Pretoria
Salary: Market related
Responsible for developing, implementing, driving, and managing the family office strategy.
7 days ago

Specialist Financial Accountant
Location: Johannesburg
Salary: Annually
Our well-established client is looking for a financial Accountant to join their skilled team, based in the North of Johannesburg.
9 days ago

Financial Accounting & Tax Specialist
Location: Johannesburg
Salary:
Are you a detail-oriented and deadline-driven professional with solid expertise in both accounting and tax compliance? We’re looking for a financial Accounting & Tax specialist to join our dynamic and forward-thinking team!
22 days ago

Dis-Chem Life Financial Reporting Specialist
Location: Johannesburg
Salary: Monthly
Ready to Redefine the Future of Insurance?
42 days ago

Snr Financial Inclusion Project Management Specialist
Location: Midrand
Salary:
57 days ago

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

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

Remuneration & Data Specialist
Location: Centurion
Salary: 600000 Annually
A leading South African financial services group is looking for a Remuneration & Data specialist to join their high-performing team.
1 day ago

Solutions QA Engineer
Location: Johannesburg
Salary:
We're seeking a sharp and driven specialist QA Engineer to play a key role in safeguarding the quality and integrity of our cutting-edge banking systems. You'll design smart testing strategies, lead automation efforts, and work alongside top-tier teams to ensure our platforms are secure, reliable, and fully compliant. If you're excited by the challenge of delivering flawless tech in a high-impact ...
1 day ago

Intermediate or Senior AWS Data Engineer – Johannesburg – up to R900k per annum
Location: Johannesburg
Salary: 900000
Intermediate or Senior AWS Data Engineer – Johannesburg – up to R900k per annum
1 day ago