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: 710 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.Bachelors 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.
Ultra-High-Net-Worth Family Officer | Cape Town
THE RECRUITMENT COUNCIL
cape town, cape town
Published 23 days ago
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