Family Wealth Strategist
Family Wealth Strategist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Description
Responsibilities
Strategy Implementation and Management
Develop and execute the family office strategy as established by Private Clients.
Monitor and adjust implementation processes to ensure alignment with strategic objectives.
Develop and maintain processes to streamline service delivery.
2. 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.
3. Coordination Across Teams
Serve as a liaison between Wealth 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.
4. 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.
5. 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.
Requirements
Education:
Postgraduate qualification in Finance Business or similar.
CFA or CA designation will be highly advantageous.
Experience Required:
Minimum of 10 years experience in financial services with ultra-high-net-worth client management.
Exposure to complex financial structures is beneficial.
Competencies
Skills:
Exceptional interpersonal and relationship management skills.
Proficiency in Excel with the ability to visualize and conceptualize complex financial structures.
Strong understanding of asset allocation strategies for wealthier families.
Ability to interpret and communicate intricate financial and tax solutions in a clear and client-friendly manner.
Personal Attributes:
Professionalism and credibility when interacting with high-profile clients and stakeholders.
Strong analytical and problem-solving skills.
Detail-oriented with the ability to manage multiple priorities effectively.
Collaborative mindset to work seamlessly across teams and external partners.
Please Note if you dont match the Requirements or Industry you wont be consider for this role..
Benefits
Contact Hire Resolve for your next career-changing move today
- Apply for this role today contact Gustav Vogel at Hire Resolve or on LinkedIn
- Send me your CV on (Whatsapp)
- You can also visit the Hire Resolve website: or email us your CV:
- Please use Wealth Strategist as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise
Package & Remuneration
About Us
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
Civil Engineering jobs in South Africa. Johannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Mechanical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Electrical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Construction jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Quantity Surveying jobs in South AfricaJohannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Finance Recruitment Agency in South Africa focusing on the following disciplines.
Finance jobs in South Africa. Johannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Actuarial jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Investment jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Financial riskjobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Tax jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Audit Jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Mining Recruitment Agency in South Africa.
Mining jobs in Johannesburg Rustenburg Limpopo Northern Cape Mpumalanga and more.
Manufacturing jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
Supply Chain jobs inSouth Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
IT jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
View our jobs below.
Need staff. Email us.
Employment Type
Full-Time
