Pretoria: Family Office Specialist posted by Hire Resolve
Posted on 2025-06-05 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
Job Summary
Responsibilities
1. Strategy Implementation and Management
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Develop and execute the family office strategy.
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Monitor and adjust implementation processes to ensure alignment with strategic objectives.
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Develop and maintain processes to streamline service delivery.
2. Client Relationship Management
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Build and nurture strong relationships with ultra-high-net-worth clients.
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Act as the primary point of contact for all family office needs.
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Present and simplify complex financial (including asset allocation) and structuring solutions to clients for effective implementation.
3. Coordination Across Teams
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Serve as a liaison between financial advisors, structuring firms, and tax specialists.
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Ensure seamless communication and understanding among all parties involved.
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Facilitate the integration of client solutions across various disciplines and stakeholders.
4. Revenue Growth
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Identify opportunities to enhance client engagement and drive revenue growth through exceptional service and value delivery.
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Leverage relationships and insights to cross-sell relevant services.
5. Structure Visualization and Asset Allocation
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Utilize advanced Excel skills to visualize and conceptualize global wealth structures for clients.
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Assist in interpreting asset allocation strategies tailored for wealthier families.
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Ensure that clients wealth structures align with their long-term financial goals.
Requirements
Education
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Postgraduate qualification in Finance, Business, or a related field.
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CFA or CA qualification will be highly advantageous.
Experience
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Minimum of 10 years experience in financial services with ultra-high-net-worth client management.
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Exposure to complex financial structures will be beneficial.
Language
- fluency in English, Afrikaans, and at least one African language
Competencies
Skills
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Exceptional interpersonal and relationship management skills.
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Advanced proficiency in Excel, with the ability to visualize and conceptualize complex financial structures.
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Strong understanding of asset allocation strategies.
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Ability to interpret and communicate intricate financial and tax solutions in a client-friendly manner.
Personal Attributes
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Professionalism and credibility when interacting with high-profile clients and stakeholders.
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Strong analytical and problem-solving skills.
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Detail-oriented with the ability to manage multiple priorities effectively.
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Collaborative mindset to work seamlessly across teams and with external partners.
Performance Metrics
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Successful development and implementation of the family office strategy.
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Growth in revenue generated through family office services.
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Client satisfaction and retention.
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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
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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
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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
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- 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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