Job Description
About the Role
Our client, an award-winning independent financial planning business and FPI Approved Professional Practice, is seeking a highly skilled Executive Family Officer (EFO) to serve as a primary advisor and operational head for a dedicated Family Office. This strategic leadership role is designed for a professional who can ensure the seamless preservation of wealth and intergenerational legacy for high-net-worth families.
Key Responsibilities
- Relationship Management: Act as the primary point of contact for family members and manage external relationships with bankers, trustees, investment managers, and tax advisers.
- Governance & Compliance: Oversee governance frameworks, including Family Constitutions, trust deeds, succession plans, and Letters of Wishes.
- Structure Oversight: Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities) to ensure full legal and tax compliance.
- Strategic Leadership: Lead the oversight of investment, property, insurance, and estate arrangements to optimize performance.
- Wealth Strategy: Provide guidance on intergenerational wealth transfer, succession planning, and philanthropic strategies.
- Risk & Reporting: Monitor fiduciary duties and produce consolidated reports to provide families with a holistic view of their wealth.
- Team Leadership: Supervise and mentor the support team while driving innovation to expand service offerings.
Requirements
- 10+ years in financial services (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 cross-border compliance.
Qualifications
- Bachelor’s degree in Finance, Economics, or Commerce (Required).
Salary & Benefits
Market-related.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Western Cape
In Western Cape, South Africa, the accounting and finance sector is a thriving industry that plays a crucial role in driving economic growth and stability. Typically, job opportunities exist across various sectors, including financial services, technology, manufacturing, and more. Generally speaking, these roles offer competitive salaries and benefits packages.
Salary expectations for accounting and finance professionals in Western Cape vary widely based on factors such as experience, company size, industry sector, and qualifications. Broadly speaking, junior positions can range from R400 000 to R800 000 per annum, while senior roles can span from R1 million to R3 million or more. However, it is essential to note that actual salaries may differ significantly depending on individual circumstances. For instance, working for a multinational corporation like Google or Microsoft may result in higher salaries compared to smaller local businesses.
Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, attention to detail, excellent communication and interpersonal skills, proficiency in accounting software such as Sage or Xero, and knowledge of tax laws and regulations. Typically, a degree in accounting or finance is necessary, with many professionals holding relevant professional certifications like the Chartered Accountant (CA) designation.
These roles are often found in various industry sectors, including financial services, technology, manufacturing, and more. Financial services sector companies, for instance, frequently employ accountants and finance professionals to manage their finances, prepare financial statements, and provide tax advice.
Career development opportunities abound in the accounting and finance field. Typically, junior roles can progress to senior positions within a few years, with many professionals advancing to leadership roles or starting their own businesses. Advanced certifications like the Certified Public Accountant (CPA) designation can also enhance career prospects.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Get references ready before you need them - keep in touch with past managers and colleagues.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Middle East: Senior Electrical Technician (Green Mill & ABF) posted by MECS Africa
Requirements:Diploma in Electrical Engineering10 years experience in a relevant industry or business, specifically in Green Mill and/or Anode Baking...
View JobCenturion: Financial Accountant posted by Network Finance
Step into a role where your expertise becomes the catalyst that accelerates a business built on constant evolution and intelligent…
View JobGauteng: Medical Receptionist posted by Ultra Personnel
We are looking for a professional and experienced receptionist to join our dynamic clinic team.Key Responsibilities:Liaising confidently with patients, both...
View JobAfrica: Country General Manager / Dealer Principal posted by She recruit
The Country General Manager will hold full responsibility for the day-to-day performance and execution of the business, with oversight of…
View JobGauteng: IT Audit Specialist posted by Salix Recruitment
Our client is a leading global professional services firm specializing in audit, advisory, and consulting services. They work with a…
View JobGauteng: Tax and Reporting Accountant posted by Salix Recruitment
A well-established South African business offering a dynamic and challenging finance environment, is looking for a tax & reporting accountant…
View Job
Browse Employers
Job Alerts