Family Wealth Strategist

Overview

Hire Resolve is representing a leading wealth management client seeking a highly skilled Family Wealth Strategist to join their team in Pretoria. The role focuses on evolving a world-class family office service offering and delivering multi-generational wealth strategies for ultra-high-net-worth individuals and families.

Responsibilities

• Strategy Implementation and Management : Develop and execute the family office strategy as established by Private Clients; monitor and adjust implementation processes to align 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 for effective implementation.
• Coordination Across Teams : Serve as a liaison between Wealth Financial Advisors, structuring firms, and tax specialists; ensure seamless communication and understanding among all parties; 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 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 long-term financial goals.

Requirements

Competencies

Personal Attributes

Please note : if you don’t match the requirements or industry, you won’t be considered for this role.

Benefits

Contact Hire Resolve for your next career-changing move. Apply for this role today by contacting Gustav Vogel at Hire Resolve or on LinkedIn.

We will contact you telephonically in 3 days if you are suitable for this vacancy. If you are not suitable, we will keep your CV on file for future vacancies.

Package & Remuneration

R1 - R1 per annum

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