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. Key Responsibilities 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. Requirements 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. Skills & Competencies 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. Send your applications to #J-18808-Ljbffr