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 Responsibilities

1. 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 Experience

Education:

• 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: hireresolve.us or email us your CV: [email protected]
• Alternatively, you can also contact me directly at [email protected]
• 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.