Ultra-High-Net-Worth Family Officer

Our client, an award-winning independent financial planning business and FPI Approved Professional Practice, is seeking a highly skilled Executive Family Officer (EFO). This strategic leadership role is designed for a professional who can serve as a primary advisor and operational head for a dedicated Family Office, ensuring the seamless preservation of wealth and intergenerational legacy for high-net-worth families.

• Relationship Management:
  Act as the primary point of contact for family members and manage external relationships with bankers, trustees, investment managers, and tax advisers.
• Governance & Compliance:
  Oversee governance frameworks, including Family Constitutions, trust deeds, succession plans, and Letters of Wishes.
• Structure Oversight:
  Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities) to ensure full legal and tax compliance.
• Strategic Leadership:
  Lead the oversight of investment, property, insurance, and estate arrangements to optimize performance.
• Wealth Strategy:
  Provide guidance on intergenerational wealth transfer, succession planning, and philanthropic strategies.
• Risk & Reporting:
  Monitor fiduciary duties and produce consolidated reports to provide families with a holistic view of their wealth.
• Team Leadership:
  Supervise and mentor the support team while driving innovation to expand service offerings.

• 7–10 years in financial services (Private Banking, Fiduciary Services, Tax Advisory, or Investment Management).
• Proven experience managing high-net-worth clients with complex local and international structures.
• Exposure to multi-generational wealth management and cross-border compliance.
• Bachelor’s degree in Finance, Economics, or Commerce (Required).
• Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).
• Professional certifications such as CFP®, CFA®, or CA(SA) are highly desirable.

• Strong knowledge of banking, finance, legal, and tax governance.
• Exceptional interpersonal, diplomacy, and communication skills.
• Analytical mindset for solving complex, multi-jurisdictional challenges.
• Proficiency in Microsoft Office 365 (Excel, Word, PowerPoint, Teams).
• Ability to perform under pressure and meet strict deadlines.

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