Family Office Specialist

About the position

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 Responsibilities1. 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 ExperienceEducation:

• 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: [URL Removed] or email us your CV: [Email Address Removed].com
• Alternatively, you can also contact me [Email Address Removed][Email Address Removed]
• 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.

Desired Skills:

• Family Office Specialist
• Family Office Specialist
• Family Office Specialist