Investment Specialist UHNW Families

The Legends Agency; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading multi-family office in Johannesburg seeks an experienced Investment Specialist to manage relationships with ultra-high-net-worth families. The role involves preparing investment reports, collaborating with senior leaders, and contributing to wealth management strategies. Ideal candidates will have at least 5 years of experience in financial services and hold relevant qualifications. Competitive remuneration and exceptional career growth opportunities are offered.

Benefits

Direct mentorship from senior partners

Cross-border investment opportunities

Competitive remuneration package

Qualifications

• Minimum of 5 years experience in financial services or investments.
• Demonstrated passion for markets and wealth management.
• High levels of discretion and professionalism.

Responsibilities

• Build and nurture relationships with UHNW families.
• Prepare investment reports and proposals.
• Collaborate with senior leadership on investment solutions.
• Contribute to research and due diligence.

Skills

Financial analysis

Investment management

Interpersonal communication

Research skills

Quantitative skills

Education

Bachelor's degree in Finance or Economics

Postgraduate qualifications (CFP, CFA, CA(SA), MBA)

Job description

Investment Specialist: UHNW Families

Sandton | R700K+ (highly negotiable for the right candidate)

About Our Client

Our client is a boutique multi‑family office offering bespoke investment and wealth management solutions to ultra‑high‑net‑worth families. With a global perspective and a deeply personal approach, they provide end‑to‑end advisory services spanning investments, structuring, and strategic planning. Their culture is defined by excellence, integrity, and long‑term partnership, making this an ideal environment for a driven, intellectually curious professional to thrive.

The Role: Investment Specialist

You’ll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firm’s global investment strategy and operations. This is a hands‑on role offering exposure to every aspect of wealth management from portfolio construction to family governance within a highly collaborative, world‑class environment.

Key Responsibilities

• Build and nurture relationships with UHNW families through trusted advisory and strategic insights.
• Prepare investment reports, proposals, and review documents for client meetings.
• Collaborate with senior leadership to deliver tailored investment and wealth solutions.
• Contribute to research, portfolio strategy, and due diligence across public and private markets.
• Partner across teams investments, structuring, compliance, and client service to ensure seamless execution.
• Take ownership of projects and initiatives, demonstrating initiative and accountability.

About You

• Minimum of 5 years experience in financial services, investments, or professional advisory.
• Bachelor’s degree in Finance, Economics, or a related discipline; postgraduate qualifications (CFP, CFA, CA(SA), MBA, or equivalent) preferred or in progress.
• Demonstrated passion for markets, investments, and wealth management.
• Strong analytical, research, and quantitative skills.
• Exceptional written, verbal, and interpersonal communication.
• High levels of discretion, integrity, and professionalism when dealing with UHNW families.
• Proactive, intellectually curious, and comfortable operating in a boutique, high‑performance environment.

Whats on Offer

• A front‑row seat in a globally connected, boutique multi‑family office.
• Direct mentorship from senior partners and exposure to cross‑border investment opportunities.
• Exceptional career growth within a highly specialized and rewarding sector.
• Competitive, performance‑aligned remuneration package.