Description:
Our client with a national footprint is looking for a Family Office Specialist. Your:
Education:
Post Graduate qualification in Finance, Business or similar CFA or CA will be highly advantageousExperience Required:
A minimum of 10 years experience in financial services with ultra-high-net-worth client management. Exposure to complex financial structures will be beneficial.Duties:
Strategy Implementation and Management Develop and execute the family office strategy established by the Company's Private Clients. Monitor and adjust implementation processes to ensure alignment with strategic objectives. Develop and maintain processes to streamline service delivery. 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 to clients for effective implementation. 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. 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's ecosystem. 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.
27 Jun 2025;
from:
gumtree.co.za