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: gustav.vogel@hireresolve.us
- 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