Head of Family Offices

Abuja - Nigeria

Monthly Salary: Not Disclosed

Experience Required: 5years

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

Our client is an Africafocused investment banking firm with significant financial and technical expertise.

Job Summary

Our client seeks an experienced professional as Head of Family Offices with the competencies to lead and manage the strategic direction operations and overall management of the companys multi-family office operations (registered in Dubai). The Head of Family Office will provide comprehensive financial and lifestyle management services for High-Net-Worth clients Family Businesses/Offices Foundations Trusts etc. This responsibility reflects a holistic approach to wealth management incorporating legacy-building alongside financial growth.

Key Responsibilities

Financial Management Oversee all aspects of the clients finances including budgeting cash flow management and financial reporting.
Investment Planning Develop investment strategies tailored to the clients goals risk tolerance and financial aspirations.
Portfolio Management Manage the clients investment portfolios ensuring they are diversified and aligned with market trends and opportunities.
Risk Assessment Conducting due diligence related to investments and legal liabilities monitoring portfolio performance to optimize returns while minimizing risks.
Compliance Expertise in ensuring that Estate plans comply with legal requirements and that they are structured to minimize tax liabilities.
Estate Management Establishing and managing Trusts that facilitate wealth transfer to future generations.
Legal Duties Work closely with legal advisors to draft Wills establish Trusts and manage property acquisitions distribution of assets and property transfer according to the clients wishes.
Administrative Duties Maintaining detailed records and facilitating communication between trustees beneficiaries financial institutions and other external stakeholders promoting transparency and accountability.
Tax Planning Develop tax strategies to optimize the clients financial positions while remaining compliant with local and international tax laws.
Tax Compliance Work with tax advisors to prepare and file tax returns manage tax payments and address any tax-related issues.
Tax Advisory Advice on tax implications related to investments estate planning and philanthropic activities ensuring that the family office takes advantage of potential tax-saving opportunities.
Family Governance Providing strategic support to establish governance structures such as family councils or boards
Succession Planning Oversee the implementation of a succession program to ensure the long- term continuity of the family office and family wealth.

Requirements

Deep financial knowledge and a strong understanding of investments finance risk management wealth management and regulatory frameworks.
Proven track record of working with ultra-high net worth families as well as familiarity with the intricacies of family office operations.
Excellent communication and interpersonal skills with a personable approach and credibility.
Trustworthiness discretion and respect for clients confidentiality.
Exceptional soft skills to navigate complex family dynamics build trust and educate family members on financial matters.
Commitment to long-term relationships with the clients.
Business acumen high level of integrity and ethical conduct
A strong academic and technical background with a first or higher degree in business administration finance economics accounting or a related field

Our client is an Africafocused investment banking firm with significant financial and technical expertise.Job SummaryOur client seeks an experienced professional as Head of Family Offices with the competencies to lead and manage the strategic direction operations and overall management of the compan...

Our client is an Africafocused investment banking firm with significant financial and technical expertise.

Job Summary

Key Responsibilities

Financial Management Oversee all aspects of the clients finances including budgeting cash flow management and financial reporting.
Investment Planning Develop investment strategies tailored to the clients goals risk tolerance and financial aspirations.
Portfolio Management Manage the clients investment portfolios ensuring they are diversified and aligned with market trends and opportunities.
Risk Assessment Conducting due diligence related to investments and legal liabilities monitoring portfolio performance to optimize returns while minimizing risks.
Compliance Expertise in ensuring that Estate plans comply with legal requirements and that they are structured to minimize tax liabilities.
Estate Management Establishing and managing Trusts that facilitate wealth transfer to future generations.
Legal Duties Work closely with legal advisors to draft Wills establish Trusts and manage property acquisitions distribution of assets and property transfer according to the clients wishes.
Administrative Duties Maintaining detailed records and facilitating communication between trustees beneficiaries financial institutions and other external stakeholders promoting transparency and accountability.
Tax Planning Develop tax strategies to optimize the clients financial positions while remaining compliant with local and international tax laws.
Tax Compliance Work with tax advisors to prepare and file tax returns manage tax payments and address any tax-related issues.
Tax Advisory Advice on tax implications related to investments estate planning and philanthropic activities ensuring that the family office takes advantage of potential tax-saving opportunities.
Family Governance Providing strategic support to establish governance structures such as family councils or boards
Succession Planning Oversee the implementation of a succession program to ensure the long- term continuity of the family office and family wealth.

Requirements

Deep financial knowledge and a strong understanding of investments finance risk management wealth management and regulatory frameworks.
Proven track record of working with ultra-high net worth families as well as familiarity with the intricacies of family office operations.
Excellent communication and interpersonal skills with a personable approach and credibility.
Trustworthiness discretion and respect for clients confidentiality.
Exceptional soft skills to navigate complex family dynamics build trust and educate family members on financial matters.
Commitment to long-term relationships with the clients.
Business acumen high level of integrity and ethical conduct
A strong academic and technical background with a first or higher degree in business administration finance economics accounting or a related field