Family Wealth Strategist

Hire Resolve; Pretoria; On-site; ZAR 1,000; Full time

Job summary

A leading wealth management firm in Pretoria seeks a highly skilled Family Wealth Strategist to develop innovative wealth strategies for ultra-high-net-worth individuals. Responsibilities include client relationship management, strategy implementation, and coordinating across teams. Candidates must have a postgraduate qualification and a minimum of 10 years in financial services. Proficiency in Excel and strong interpersonal skills are essential. Attractive package offered.

Qualifications

• Minimum of 10 years experience in financial services with ultra-high-net-worth client management.
• Exposure to complex financial structures is beneficial.

Responsibilities

• Develop and execute family office strategy, aligning processes with strategic objectives.
• Build strong relationships with ultra-high-net-worth clients.
• Act as liaison between various professionals facilitating client solutions.
• Identify opportunities to enhance client engagement and drive revenue growth.
• Utilize advanced Excel skills for visualizing clients’ wealth structures.

Skills

Interpersonal skills

Excel proficiency

Relationship management

Analytical skills

Education

Postgraduate qualification in Finance or Business

CFA or CA designation

Job description

Overview

Hire Resolve is representing a leading wealth management client seeking a highly skilled Family Wealth Strategist to join their team in Pretoria. The role focuses on evolving a world-class family office service offering and delivering multi-generational wealth strategies for ultra-high-net-worth individuals and families.

Responsibilities

• Strategy Implementation and Management: Develop and execute the family office strategy as established by Private Clients; monitor and adjust implementation processes to align 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 for effective implementation.


• Coordination Across Teams: Serve as a liaison between Wealth Financial Advisors, structuring firms, and tax specialists; ensure seamless communication and understanding among all parties; 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 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 long-term financial goals.

Requirements

• Education: Postgraduate qualification in Finance, Business or similar. CFA or CA designation will be highly advantageous.


• Experience Required: Minimum of 10 years experience in financial services with ultra-high-net-worth client management. Exposure to complex financial structures is beneficial.

Competencies

• Skills: Exceptional interpersonal and relationship management skills; proficiency in Excel with the ability to visualize and conceptualize complex financial structures; strong understanding of asset allocation strategies for wealthier families; ability to interpret and communicate intricate financial and tax solutions in a clear and client-friendly manner.

Personal Attributes

• Professionalism and credibility when interacting with high-profile clients and stakeholders; strong analytical and problem-solving skills; detail-oriented with the ability to manage multiple priorities effectively; collaborative mindset to work seamlessly across teams and external partners.

Please note: if you don’t match the requirements or industry, you won’t be considered for this role.

Benefits

Contact Hire Resolve for your next career-changing move. Apply for this role today by contacting Gustav Vogel at Hire Resolve or on LinkedIn.

• Send me your CV on (WhatsApp)


• You can also visit the Hire Resolve website or email us your CV; please use Wealth Strategist as your subject line when applying via email

We will contact you telephonically in 3 days if you are suitable for this vacancy. If you are not suitable, we will keep your CV on file for future vacancies.

Package & Remuneration

R1 - R1 per annum