Our clients reserves the right not to make an appointment. In considering candidates for appointment into advertised posts, preference will be accorded to persons from a designated group in accordance with the approved Employment Equity Plan.
FAMILY OFFICE SPECIALIST
(3625 EG FAMSP)
Overview
Reference
3625 EG FAMSP
Salary
ZAR/month
Job Location
- South Africa -- Tshwane Metro -- Pretoria
Job Type
Permanent
Posted
03 June 2025
Closing date
21 Jun 2025 21:59
Our client with a national footprint is looking for a Family Office Specialist. Your:
Education:
- Post Graduate qualification in Finance, Business or similar
- CFA or CA will be highly advantageous
Experience Required:
- A minimum of 10 years’ experience in financial services with ultra-high-net-worth client management. Exposure to complex financial structures will be beneficial.
Duties:
- Strategy Implementation and Management
- Develop and execute the family office strategy established by the Company's Private Clients.
- Monitor and adjust implementation processes to ensure alignment with strategic objectives.
- Develop and maintain processes to streamline service delivery.
- Client Relationship Management
- Build and nurture strong relationships with ultra-high-net-worth clients.
- Act as the primary point of contact for all family office needs, ensuring clients receive tailored, professional service.
- Present and simplify complex financial (including asset allocation) and structuring solutions to clients for effective implementation.
- Coordination Across Teams
- Serve as a liaison between Financial Advisors, structuring firms, and tax specialists.
- Ensure seamless communication and understanding among all parties involved.
- Facilitate the integration of client solutions across various disciplines and stakeholders.
- Revenue Growth
- Identify opportunities to enhance client engagement and drive revenue growth through exceptional service and value delivery.
- Leverage relationships and insights to cross-sell relevant services within the Group's ecosystem.
- Structure Visualization and Asset Allocation
- Utilize advanced Excel skills to visualize and conceptualize global wealth structures for clients.
- Assist in interpreting asset allocation strategies tailored for wealthier families.
- Ensure that clients’ wealth structures align with their long-term financial goals.
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