Job Description: Family Office Specialist

Job Title: Family Office Specialist
Division: Marketing and Sales
Date Reviewed: January 2025
Location: Pretoria
Employment Type: Permanent
Reports to: Chief Revenue Officer

Hire Resolve’s Client is seeking to hire a Family Office Specialist to join their team in Pretoria. The Family Office Specialist is responsible for developing, implementing, and managing a comprehensive family office strategy aimed at enhancing client value and driving revenue growth. This role acts as a critical link between ultra-high-net-worth clients, financial advisors, structuring firms, and tax specialists. The incumbent is expected to interpret and present complex structures and tax solutions in a clear and actionable manner to ensure effective implementation of wealth management strategies for families.

Key Responsibilities

1. Strategy Implementation and Management

• Execute the family office strategy as set by the private client division.
• Continuously monitor and refine implementation processes to align with strategic goals.
• Establish and maintain operational procedures that enhance service delivery.

2. Client Relationship Management

• Build and sustain strong relationships with ultra-high-net-worth individuals and families.
• Serve as the primary contact for all family office matters, delivering customised, high-quality service.
• Communicate complex financial and structural solutions in a simplified, actionable format.

3. Cross-functional Coordination

• Act as a liaison between financial advisors, structuring firms, and tax professionals.
• Ensure consistent and effective communication across all stakeholders.
• Promote the integration of multidisciplinary solutions for holistic client outcomes.

4. Revenue Growth

• Identify opportunities for deepening client engagement and expanding service offerings.
• Use client insights and relationships to cross-sell relevant financial services.

5. Structure Visualization and Asset Allocation

• Leverage advanced Excel skills to model and visualise global wealth structures.
• Support the design and implementation of bespoke asset allocation strategies.
• Ensure long-term financial alignment of clients wealth structures with their goals.

Qualifications and Experience

Education:

• Postgraduate qualification in Finance, Business, or a related field.
• CFA or CA designation is a significant advantage.

Experience:

• At least 10 years of experience in the financial services sector, specifically dealing with ultra-high-net-worth clients.
• Exposure to complex financial and tax structuring is beneficial.

Competencies and Skills

• Strong interpersonal and relationship management abilities.
• Advanced proficiency in Excel for financial modelling and structure visualisation.
• Solid understanding of investment strategies tailored to high-net-worth families.
• Capability to convey complex tax and financial concepts in an accessible manner.

Personal Attributes

• Professional and credible presence with high-profile clients and stakeholders.
• Analytical thinker with sound problem-solving capabilities.
• High attention to detail and ability to manage competing priorities.
• Team-oriented with strong collaboration skills across internal and external partners.

Performance Metrics

• Effective development and implementation of family office strategy.
• Tangible revenue growth through family office initiatives.
• High client satisfaction and retention rates.
• Efficient coordination and communication among all stakeholders.

Contact Hire Resolve for your next career-changing move.

• Salary: negotiable.
• Our client is offering a highly competitive salary for this role based on experience.
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
• Alternatively, you can also contact me directly at *****@*****.co.za
• When applying via email please use “Family Office Specialist” as the subject line

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

Click Go Apply to apply online!

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Hire Resolve is seeking a Family Office Specialist on behalf of our client a leading and highly respected player in the Financial Services sector. This is an exciting opportunity for an experienced professional to join a dynamic organization dedicated to delivering exceptional wealth solutions to ultra-high-net-worth clients. The successful candidate will play a pivotal role in managing and executing complex family office strategies, driving client value, and supporting long-term growth.

Responsibilities 

1. Strategy Implementation and Management

• Develop and execute the family office strategy.

• Monitor and adjust implementation processes to ensure alignment with strategic objectives.

• Develop and maintain processes to streamline service delivery.

2. 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.

• Present and simplify complex financial (including asset allocation) and structuring solutions to clients for effective implementation.

3. 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.

4. 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.

5. 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.

Requirements

Education

• Postgraduate qualification in Finance, Business, or a related field.

• CFA or CA qualification will be highly advantageous.

Experience

• Minimum of 10 years experience in financial services with ultra-high-net-worth client management.

• Exposure to complex financial structures will be beneficial.

Language 

• fluency in English, Afrikaans, and at least one African language

Competencies

Skills

• Exceptional interpersonal and relationship management skills.

• Advanced proficiency in Excel, with the ability to visualize and conceptualize complex financial structures.

• Strong understanding of asset allocation strategies.

• Ability to interpret and communicate intricate financial and tax solutions in a 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 with external partners.

Performance Metrics

• Successful development and implementation of the family office strategy.

• Growth in revenue generated through family office services.

• Client satisfaction and retention.

• Effective coordination and communication across all stakeholders.

Please Note, if you don’t match the Requirements and Industry you won’t be consider for this role.

Benefits

• Market-related salary

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
  • Please use “Family Office Specialist“ as your subject line when applying via email 

• • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise

• IF you have are CFA or CA and fluent in Afrikaans please send me your CV on WhatsApp at – (***)***-****31

Click Go Apply to apply online!

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