Job Description

Job Summary Hire Resolve is proud to represent our client, a leading force in the wealth management industry, renowned for delivering bespoke financial solutions to ultra-high-net-worth individuals and families. As a trusted and innovative player in the private wealth sector, our client is committed to excellence, strategic growth, and long-term value creation. They are currently seeking a highly skilled and relationship-driven Family Wealth Strategist to join their dynamic team in Pretoria. This is a unique opportunity to contribute to the evolution of a world-class family office service offering and to make a lasting impact on multi-generational wealth strategies.
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 don't match the Requirements or Industry, you won't 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 +27 63 584 7231 (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
Hire Resolve
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About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.