Executive Family Office Leader — Wealth, Governance & Legacy

The Recruitment Council; Cape Town; On-site; ZAR 1,000,000 - 1,500,000; Full time

Job summary

A leading financial services firm in Cape Town is seeking an experienced Executive Family Officer (EFO) to serve as primary advisor for high-net-worth families. The role involves managing relationships, overseeing governance frameworks, and leading investment strategies. The ideal candidate has 7-10 years in financial services and a Bachelor's degree in Finance or related fields. Exposure to multi-generational wealth management is key. This position is vital for preserving wealth and ensuring compliance across local and international structures.

Qualifications

• 7–10 years in financial services with experience managing high-net-worth clients.
• Exposure to multi-generational wealth management and cross-border compliance.
• Professional certifications such as CFP®, CFA®, or CA(SA) are highly desirable.

Responsibilities

• Act as the primary point of contact for family members.
• Oversee governance frameworks and ensure compliance.
• Lead the oversight of investment and property arrangements.

Skills

Relationship Management

Governance & Compliance

Strategic Leadership

Analytical mindset

Proficiency in Microsoft Office 365

Education

Bachelor’s degree in Finance, Economics, or Commerce

Postgraduate qualification in Wealth Management, Tax, or MBA

Job description

A leading financial services firm in Cape Town is seeking an experienced Executive Family Officer (EFO) to serve as primary advisor for high-net-worth families. The role involves managing relationships, overseeing governance frameworks, and leading investment strategies. The ideal candidate has 7-10 years in financial services and a Bachelor's degree in Finance or related fields. Exposure to multi-generational wealth management is key. This position is vital for preserving wealth and ensuring compliance across local and international structures.