Executive Family Office Leader: Wealth & Governance

The Recruitment Council; Sandton; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

A leading financial planning business is seeking an Executive Family Officer to manage relationships with high-net-worth families. The role involves strategic leadership, overseeing governance frameworks, and providing holistic wealth management advice. The ideal candidate will have 7–10 years of experience in financial services, with strong interpersonal skills and proficiency in relevant tools. Applications can be submitted to [e-mail].

Qualifications

• 7–10 years in financial services, such as Private Banking or Investment Management.
• Experience managing high-net-worth clients with complex structures.
• Professional certifications like CFP®, CFA®, or CA(SA) are desirable.

Responsibilities

• Serve as primary point of contact for family members.
• Oversee governance frameworks, including trusts and succession plans.
• Provide oversight of investment and estate arrangements.

Skills

Relationship Management

Governance & Compliance

Analytical skills

Interpersonal skills

Proficiency in Microsoft Office 365

Education

Bachelor’s degree in Finance, Economics, or Commerce

Postgraduate qualification in Wealth Management, Tax, or MBA

Tools

Microsoft Office 365

Job description

A leading financial planning business is seeking an Executive Family Officer to manage relationships with high-net-worth families. The role involves strategic leadership, overseeing governance frameworks, and providing holistic wealth management advice. The ideal candidate will have 7–10 years of experience in financial services, with strong interpersonal skills and proficiency in relevant tools. Applications can be submitted to [e-mail].