Investment Specialist UHNW Families

Investment Specialist UHNW Families
Sandton R700K (highly negotiable for the right candidate)

About Our Client
Our client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach they provide end-to-end advisory services spanning investments structuring and strategic planning. Their culture is defined by excellence integrity and long-term partnership making this an ideal environment for a driven intellectually curious professional to thrive.

The Role: Investment Specialist
Youll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firms global investment strategy and operations. This is a hands-on role offering exposure to every aspect of wealth management from portfolio construction to family governance within a highly collaborative world-class environment.

Key Responsibilities

• Build and nurture relationships with UHNW families through trusted advisory and strategic insights.

• Prepare investment reports proposals and review documents for client meetings.

• Collaborate with senior leadership to deliver tailored investment and wealth solutions.

• Contribute to research portfolio strategy and due diligence across public and private markets.

• Partner across teams investments structuring compliance and client service to ensure seamless execution.

• Take ownership of projects and initiatives demonstrating initiative and accountability.

About You

• Minimum of 5 years experience in financial services investments or professional advisory.

• Bachelors degree in Finance Economics or a related discipline; postgraduate qualifications (CFP CFA CA(SA) MBA or equivalent) preferred or in progress.

• Demonstrated passion for markets investments and wealth management.

• Strong analytical research and quantitative skills.

• Exceptional written verbal and interpersonal communication.

• High levels of discretion integrity and professionalism when dealing with UHNW families.

• Proactive intellectually curious and comfortable operating in a boutique high-performance environment.

Whats on Offer

• A front-row seat in a globally connected boutique multi-family office.

• Direct mentorship from senior partners and exposure to cross-border investment opportunities.

• Exceptional career growth within a highly specialized and rewarding sector.

• Competitive performance-aligned remuneration package.