Hire Resolve is proud to represent our client, a leading force in the wealth management industry, renowned for delivering bespoke financial solutions to ultra-high-net-worth individuals and families. As a trusted and innovative player in the private wealth sector, our client is committed to excellence, strategic growth, and long-term value creation. They are currently seeking a highly skilled and relationship-driven Family Wealth Strategist to join their dynamic team in Pretoria. This is a unique opportunity to contribute to the evolution of a world-class family office service offering and to make a lasting impact on multi-generational wealth strategies.


Responsibilities

Strategy Implementation and Management

• Develop and execute the family office strategy as established by Private Clients.

• Monitor and adjust implementation processes to ensure alignment with strategic objectives.

• Develop and maintain processes to streamline service delivery.

2. 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 for effective implementation.

3. Coordination Across Teams

• Serve as a liaison between Wealth 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.

4. 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 ecosystem.

5. 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.

Requirements

Education:

• Postgraduate qualification in Finance, Business, or similar.

• CFA or CA designation will be highly advantageous.

Experience Required:

• Minimum of 10 years’ experience in financial services with ultra-high-net-worth client management.

• Exposure to complex financial structures is beneficial.

Competencies

Skills:

• Exceptional interpersonal and relationship management skills.

• Proficiency in Excel, with the ability to visualize and conceptualize complex financial structures.

• Strong understanding of asset allocation strategies for wealthier families.

• Ability to interpret and communicate intricate financial and tax solutions in a clear and client-friendly manner.

Personal Attributes:

• Professionalism and credibility when interacting with high-profile clients and stakeholders.

• Strong analytical and problem-solving skills.

• Detail-oriented with the ability to manage multiple priorities effectively.

• Collaborative mindset to work seamlessly across teams and external partners.

Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..

Benefits

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • Send me your CV on +27 63 584 7231 (Whatsapp)
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
  • Please use "Wealth Strategist" as your subject line when applying via email 

  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