Investment Specialist UHNW Families

SUMMARY:
You''ll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firm''s global investment strategy and operations.

POSITION INFO:

Investment Specialist UHNW Families
Sandton | R700K+ (highly negotiable for the right candidate)

About Our Client
Our client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services spanning investments, structuring, and strategic planning. Their culture is defined by excellence, integrity, and long-term partnership, making this an ideal environment for a driven, intellectually curious professional to thrive.

The Role: Investment Specialist
You''ll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firm''s global investment strategy and operations. This is a hands-on role offering exposure to every aspect of wealth management from portfolio construction to family governance within a highly collaborative, world-class environment.

Key Responsibilities

• Build and nurture relationships with UHNW families through trusted advisory and strategic insights.

• Prepare investment reports, proposals, and review documents for client meetings.

• Collaborate with senior leadership to deliver tailored investment and wealth solutions.

• Contribute to research, portfolio strategy, and due diligence across public and private markets.

• Partner across teams investments, structuring, compliance, and client service to ensure seamless execution.

• Take ownership of projects and initiatives, demonstrating initiative and accountability.

About You

• Minimum of 5 years experience in financial services, investments, or professional advisory.

• Bachelors degree in Finance, Economics, or a related discipline; postgraduate qualifications (CFP, CFA, CA(SA), MBA, or equivalent) preferred or in progress.

• Demonstrated passion for markets, investments, and wealth management.

• Strong analytical, research, and quantitative skills.

• Exceptional written, verbal, and interpersonal communication.

• High levels of discretion, integrity, and professionalism when dealing with UHNW families.

• Proactive, intellectually curious, and comfortable operating in a boutique, high-performance environment.

Whats on Offer

• A front-row seat in a globally connected, boutique multi-family office.

• Direct mentorship from senior partners and exposure to cross-border investment opportunities.

• Exceptional career growth within a highly specialized and rewarding sector.

• Competitive, performance-aligned remuneration package.