FAMILY OFFICE SPECIALIST

HR Options; Pretoria; On-site; ZAR 1,000,000 - 1,500,000; Full time

Job summary

A leading financial services firm is seeking a Family Office Specialist in Pretoria. The role requires a post-graduate qualification and a wealth of experience in managing ultra-high-net-worth clients. Responsibilities include strategy implementation, client relationship management, and coordination across teams to drive revenue growth and streamline service delivery.

Qualifications

• 10 years’ experience in financial services with ultra-high-net-worth clients.
• Exposure to complex financial structures.
• Experience in client relationship management.

Responsibilities

• Develop and execute family office strategy.
• Act as primary point of contact for client needs.
• Coordinate across financial teams to ensure seamless service.

Skills

Client Relationship Management

Strategy Implementation

Advanced Excel Skills

Revenue Growth

Education

Post Graduate qualification in Finance, Business or similar

CFA or CA

Job description

Our client with a national footprint is looking for aFamily 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.

Create a job alert for this search

Family Office Specialist • Pretoria, Tshwane Metro, South Africa