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

Recruiter:

The Recruitment Council

Job Ref:

Ultra-High-Net-Worth..

Date posted:

Friday, March 27, 2026

Location:

Cape Town, South Africa

Salary:

Market Related

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

POSITION INFO:

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.

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