Private Client Wealth Manager (Family Office)

We are seeking a highly experienced Private Client Wealth Manager (Executive Family Officer) to oversee the financial, governance and administrative affairs of high-net-worth families. This strategic role is ideal for a seasoned professional with strong expertise in wealth structuring, fiduciary services and intergenerational planning, who thrives in a relationship-driven, high-performance environment.

• Bachelor’s degree in Finance, Economics, or Commerce (essential)
• Postgraduate qualification in Wealth, Tax, or Business (advantageous)
• CFP®, CFA®, or CA(SA) highly desirable
• 7–10 years’ experience in private banking, fiduciary, tax, or investment management
• Strong experience with high-net-worth clients and complex local & offshore structures
• Proven exposure to trusts, estates, succession planning & governance frameworks
• Experience managing cross-border compliance and multi-generational wealth planning
• Ability to manage relationships with trustees, bankers, and advisors
• Strong leadership and team management capability
• Exceptional communication, discretion, and client service skills
• Highly analytical with strong problem-solving ability
• Able to perform under pressure and manage complex portfolios
• Professional, detail-oriented, and proactive

As Specialist Recruiters for professionals in your industry, we are well geared to represent your best career interests. Whether you are an active job seeker or just browsing, let’s have a no stress conversation about your next career move! 

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For more exciting positions visit our website www.extraordinaryfutures.co.za or Call us on 010 001 4335 and quote this advert.
 
Please note if you have not received feedback within two weeks, please consider your application unsuccessful for this particular opportunity.