Executive Family Officer

Milton Resourcing; Johannesburg; Vor Ort; ZAR 1.500.000 - 2.000.000; Vollzeit

Zusammenfassung

A wealth management firm in Johannesburg is seeking an experienced Executive Family Officer to serve as a strategic advisor to high-net-worth families. This role requires strong leadership and industry expertise in banking and fiduciary services. Responsibilities include managing complex relationships with stakeholders, overseeing governance and compliance, and providing guidance on wealth transfer. The successful candidate will have a minimum of 7-10 years in financial services, along with relevant qualifications and a proven track record with high-net-worth clients.

Qualifikationen

• Minimum 7–10 years in financial services, preferably within private banking or fiduciary services.
• Proven management experience with high-net-worth clients and complex structures.
• Exposure to multi-generational wealth management.

Aufgaben

• Act as main point of contact for family members and other stakeholders.
• Oversee governance frameworks and compliance.
• Manage local and offshore structures ensuring legal compliance.
• Lead investment, banking, property, insurance, and estate arrangements.
• Provide strategic guidance on wealth transfer and succession.

Kenntnisse

Industry Expertise

Leadership

Problem-Solving

Interpersonal Skills

Entrepreneurial Spirit

Service Excellence

Flexibility

Microsoft Office 365

Excellent Communication Skills

Critical Thinking

Ausbildung

Bachelor’s degree in Finance, Economics, or Commerce

Postgraduate qualification in Wealth Management, Tax, or Business Administration

Professional certifications such as CFP®, CFA®, CA(SA)

Jobbeschreibung

JOB TITLE - Executive Family Officer

REPORTING TO - Chief Executive Officer

POSITION OVERVIEW

The Executive Family Officer (EFO) will serve as the strategic advisor, relationship manager, and operational head of the client’s family office. This individual will oversee the governance, compliance, financial, and administrative affairs of high-net-worth families, ensuring seamless integration of professional services, wealth preservation, and intergenerational legacy planning. The role requires technical expertise, discretion, entrepreneurial thinking, and leadership to provide clients with exceptional service and peace of mind.

KEY RESPONSIBILITIES

• Act as the primary point of contact for family members, managing relationships with trustees, bankers, investment managers, tax advisers, and other stakeholders.
• Oversee and coordinate governance frameworks, including drafting and maintenance of Family Constitutions, trust deeds, succession plans, and Letters of Wishes.
• Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities), ensuring full compliance with legal, tax, and regulatory requirements.
• Lead oversight of investment, banking, property, insurance, and estate arrangements, ensuring performance optimisation and cost-effectiveness.
• Provide strategic guidance on intergenerational wealth transfer, succession, and philanthropic strategy.
• Monitor and coordinate risk management, including compliance with fiduciary duties, reporting requirements, and reputational considerations.
• Produce consolidated reporting across assets and entities, providing the family with a clear, holistic view of matters of wealth and governance.
• Supervise and mentor the client’s support team.
• Drive innovation and growth, identifying opportunities to expand service offerings and deepen client relationships.

JOB PROFILE

SKILLS AND COMPETENCIES

1. Industry Expertise: Strong knowledge of banking, finance, legal, fiduciary, tax, and governance.
2. Leadership: Ability to manage multidisciplinary teams and external service providers.
3. Problem-Solving: Analytical mindset to resolve complex, multi-jurisdictional challenges.
4. Interpersonal Skills: Exceptional relationship management, diplomacy, and client communication.
5. Entrepreneurial Spirit: Forward-thinking with the ability to create value and drive growth.
6. Service Excellence: High ethical standards, discretion, humility, and commitment to client success.
7. Flexibility: Capacity to adapt to evolving client needs and international contexts.
8. Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams & PowerPoint)
9. Excellent written and verbal presentation skills
10. Active listening
11. Critical thinking
12. Professional and presentable
13. Interact professionally with clients and product providers
14. Perform under pressure
15. Attention to detail
16. Takes initiative
17. Ability to meet targets and deadlines
18. Organises work smartly
19. Team player

REQUIRED KNOWLEDGE / EXPERIENCE

• Minimum 7–10 years in financial services, preferably within 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 succession planning.
• Demonstrated track record of managing cross-border compliance, governance, and advisory projects.

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, or Commerce (required).
• Postgraduate qualification in Wealth Management, Tax, or Business Administration (preferred).
• Professional certifications such as CFP®, CFA®, CA(SA), highly desirable.
• Additional certifications in compliance, fiduciary management, or governance advantageous.