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.
Job Location
- South Africa -- Tshwane Metro -- Pretoria
Job Type
Permanent
Posted
14 July 2025
Closing date
01 Aug 2025 17:55
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.
