Ultra-High-Net-Worth Family Officer

SUMMARY:
Ultra-High-Net-Worth Family Officer

POSITION INFO:
Role: Ultra-High-Net-Worth Family Officer Category: Asset Management Location: Sandton Salary: Market-related 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. Send your applications to