Ultra-High-Net-Worth Family Officer | Cape Town

Our client, an award-winning independent financial planning business and FPI Approved Professional Practice, is seeking a highly skilled Executive Family Officer (EFO). This strategic leadership role is designed for a professional who can serve as a primary advisor and operational head for a dedicated Family Office, ensuring the seamless preservation of wealth and intergenerational legacy for high-net-worth families.

Key Responsibilities:

Relationship Management: Act as the primary point of contact for family members and manage external relationships with bankers, trustees, investment managers, and tax advisers.


Governance & Compliance: Oversee governance frameworks, including Family Constitutions, trust deeds, succession plans, and Letters of Wishes.


Structure Oversight: Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities) to ensure full legal and tax compliance.


Strategic Leadership: Lead the oversight of investment, property, insurance, and estate arrangements to optimize performance.


Wealth Strategy: Provide guidance on intergenerational wealth transfer, succession planning, and philanthropic strategies.


Risk & Reporting: Monitor fiduciary duties and produce consolidated reports to provide families with a holistic view of their wealth.


Team Leadership: Supervise and mentor the support team while driving innovation to expand service offerings.

Requirements:

7–10 years in financial services (Private Banking, Fiduciary Services, Tax Advisory, or Investment Management).

Proven experience managing high-net-worth clients with complex local and international structures.

Exposure to multi-generational wealth management and cross-border compliance.

Bachelor’s degree in Finance, Economics, or Commerce (Required).

Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).

Professional certifications such as CFP®, CFA®, or CA(SA) are highly desirable.

Skills & Competencies:

Strong knowledge of banking, finance, legal, and tax governance.

Exceptional interpersonal, diplomacy, and communication skills.

Analytical mindset for solving complex, multi-jurisdictional challenges.

Proficiency in Microsoft Office 365 (Excel, Word, PowerPoint, Teams).

Ability to perform under pressure and meet strict deadlines.