SUMMARY:
Ultra-High-Net-Worth Family Officer | Cape Town
POSITION INFO:
Role: Ultra-High-Net-Worth Family Officer
Category: Asset Management
Location: Cape Town
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.
