About the position
Investment Specialist UHNW Families
Sandton | R700K+ (highly negotiable for the right candidate)
About Our Client
Our client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services spanning investments, structuring, and strategic planning. Their culture is defined by excellence, integrity, and long-term partnership, making this an ideal environment for a driven, intellectually curious professional to thrive.
The Role: Investment Specialist
You'll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firm's global investment strategy and operations. This is a hands-on role offering exposure to every aspect of wealth management from portfolio construction to family governance within a highly collaborative, world-class environment.
Key Responsibilities
- Build and nurture relationships with UHNW families through trusted advisory and strategic insights.
- Prepare investment reports, proposals, and review documents for client meetings.
- Collaborate with senior leadership to deliver tailored investment and wealth solutions.
- Contribute to research, portfolio strategy, and due diligence across public and private markets.
- Partner across teams investments, structuring, compliance, and client service to ensure seamless execution.
- Take ownership of projects and initiatives, demonstrating initiative and accountability.
About You
- Minimum of 5 years experience in financial services, investments, or professional advisory.
- Bachelors degree in Finance, Economics, or a related discipline; postgraduate qualifications (CFP, CFA, CA(SA), MBA, or equivalent) preferred or in progress.
- Demonstrated passion for markets, investments, and wealth management.
- Strong analytical, research, and quantitative skills.
- Exceptional written, verbal, and interpersonal communication.
- High levels of discretion, integrity, and professionalism when dealing with UHNW families.
- Proactive, intellectually curious, and comfortable operating in a boutique, high-performance environment.
Whats on Offer
- A front-row seat in a globally connected, boutique multi-family office.
- Direct mentorship from senior partners and exposure to cross-border investment opportunities.
- Exceptional career growth within a highly specialized and rewarding sector.
- Competitive, performance-aligned remuneration package.
Desired Skills:
- financial services
- Investments
- professional advisory
Desired Work Experience:
Desired Qualification Level:
