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Investment Specialist UHNW Families
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
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
Education
Sandton | R700K+ (highly negotiable for the right candidate)
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.
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.
- 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.
- 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.
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.