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 requires a professional who can ensure the seamless preservation of wealth and intergenerational legacy for high-net-worth families.
Key Responsibilities
- Act as the primary point of contact for family members and manage external relationships with bankers, trustees, investment managers, and tax advisers.
- Oversee governance frameworks, including Family Constitutions, trust deeds, succession plans, and Letters of Wishes.
- Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities) to ensure full legal and tax compliance.
- Lead the oversight of investment, property, insurance, and estate arrangements to optimize performance.
- Provide guidance on intergenerational wealth transfer, succession planning, and philanthropic strategies.
- Monitor fiduciary duties and produce consolidated reports to provide families with a holistic view of their wealth.
- 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
Not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in North Johannesburg
North Johannesburg is home to a thriving financial services sector, with many multinational companies having operations in the region. Typically, the accounting and finance industry in this area experiences steady demand for skilled professionals, driven by the growth of the economy and the need for organisations to maintain accurate financial records and make informed business decisions.
When it comes to salaries, typically the range for accounting and finance positions in North Johannesburg is quite broad, with experience, company size, and industry sector all playing a significant role in determining actual salaries. Generally, junior positions in this field can expect salary ranges of around R400 000 to R600 000 per annum, while senior roles can command salaries upwards of R1 million. However, it’s essential to note that these are broad estimates, and actual salaries may vary significantly depending on individual circumstances.
Common skills required for accounting and finance positions in North Johannesburg include proficiency in financial software, such as SAP or Excel, as well as a solid understanding of financial principles and regulations. Typically, candidates with a degree in accounting or finance, as well as relevant work experience, are best positioned to secure these roles. Other key skills include attention to detail, analytical thinking, and effective communication.
The financial services sector is one of the most significant industries that commonly employs accountants and finance professionals in North Johannesburg. Other sectors that often require these skills include technology, manufacturing, and retail. Typically, organisations in these industries need accounting and finance staff to manage their financial transactions, prepare financial statements, and provide insights to inform business decisions.
For those interested in pursuing a career in accounting or finance, there are many opportunities for development and advancement. Typically, junior roles can provide valuable experience and training, which can be used as a springboard for more senior positions within the organisation. External training programs, such as certifications offered by the South African Institute of Chartered Accountants (SAICA), can also enhance career prospects. With dedication and hard work, it’s generally possible to progress to leadership roles or transition into related fields, such as business analysis or financial planning.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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