FAMILY OFFICE SPECIALIST at Competent Candidates
Competent Candidates (PTY) LTD
- R Undisclosed
- Permanent Specialist position
-
Pretoria (Work From Home)
- Posted 03 Jun 2025 by Competent Candidates (PTY) LTD
- Expires in 26 days
-
Job 2612673 - Ref 3625 EG FAMSP
About the position
Our client with a national footprint is looking for a Family Office Specialist. Your:
Education:
- Post Graduate qualification in Finance, Business or similar
- CFA or CA will be highly advantageous
Experience Required:
- A minimum of 10 years’ experience in financial services with ultra-high-net-worth client management. Exposure to complex financial structures will be beneficial.
Duties:
- Strategy Implementation and Management
- Develop and execute the family office strategy established by the Company's Private Clients.
- Monitor and adjust implementation processes to ensure alignment with strategic objectives.
- Develop and maintain processes to streamline service delivery.
- 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, ensuring clients receive tailored, professional service.
- Present and simplify complex financial (including asset allocation) and structuring solutions to clients for effective implementation.
- 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.
- 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 within the Group's ecosystem.
- 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.
Desired Skills:
Competent Candidates (PTY) LTD
About the agency
Who are We
Competent Candidates is a provider of cost effective, professional Human Resources services, focused on Skills Development and Talent Management.
We are a proud Level 1 contributor to Broad Based Black Economic Empowerment, focused on providing cost effective solutions to meet the expectations of our clients.
The passion for talent identification and people development is supported by our focus on the implementation of technology to add value.
Our network of experienced staff and associates ensures that all possible alternatives are compared to find the best possible solutions for the benefit of our clients.
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