Job Description

Job Summary
Our client with a national footprint is looking for a Family Office Specialist. Your:
Education:

• Post Graduate qualification in Finance, Business or similar
• CFA or CA will be highly advantageous

Experience Required:

• A minimum of 10 years' experience in financial services with ultra-high-net-worth client management. Exposure to complex financial structures will be beneficial.

Duties:

• Strategy Implementation and Management

• Develop and execute the family office strategy established by the Company's Private Clients.
• Monitor and adjust implementation processes to ensure alignment with strategic objectives.
• Develop and maintain processes to streamline service delivery.
• 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 to clients for effective implementation.
• Coordination Across Teams

• Serve as a liaison between 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.
• 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's ecosystem.
• 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.

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