Family Office Specialist

Hire Resolve is seeking a Family Office Specialist on behalf of our client — a leading and highly respected player in the Financial Services sector. This is an exciting opportunity for an experienced professional to join a dynamic organization dedicated to delivering exceptional wealth solutions to ultra-high-net-worth clients. The successful candidate will play a pivotal role in managing and executing complex family office strategies, driving client value, and supporting long-term growth.

Responsibilities 

1. Strategy Implementation and Management

• Develop and execute the family office strategy.
• 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.
• Present and simplify complex financial (including asset allocation) and structuring solutions to clients for effective implementation.

3. 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.

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.

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 a related field.
• CFA or CA qualification will be highly advantageous.

Experience

• Minimum of 10 years’ experience in financial services with ultra-high-net-worth client management.
• Exposure to complex financial structures will be beneficial.

Language 

• fluency in English, Afrikaans, and at least one African language

Competencies

Skills

• Exceptional interpersonal and relationship management skills.
• Advanced proficiency in Excel, with the ability to visualize and conceptualize complex financial structures.
• Strong understanding of asset allocation strategies.
• Ability to interpret and communicate intricate financial and tax solutions in a 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 with external partners.

Performance Metrics

• Successful development and implementation of the family office strategy.
• Growth in revenue generated through family office services.
• Client satisfaction and retention.
• Effective coordination and communication across all stakeholders.

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

Benefits

• Market-related salary

• Contact Hire Resolve for your next career-changing move today
  
  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV:  gustav.vogel@hireresolve.us
  • Please use "Family Office Specialist" 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
• IF you have are CFA or CA and fluent in Afrikaans please send me your CV on WhatsApp at - +27 63 584 7231