Senior Family Officer (F/M) - Multi Family Office
Publiée le : 19-10-26
Bruxelles Brussels
CDI
Services Financiers
Our client is a well-established and fast-growing independent Multi Family Office serving entrepreneurial families and high-net-worth individuals across Europe.
As part of the continued expansion of its Brussels office, the firm is seeking an experienced Senior Family Officer to support the Head of the Belgian office and contribute to the delivery of a highly personalized and comprehensive wealth management service.
About the Role
As a Senior Family Officer, you will act as a trusted advisor and coordinator for a portfolio of sophisticated private clients and families. You will oversee the implementation and monitoring of investment solutions, coordinate interactions with external advisors and financial institutions, and ensure the seamless execution of client-related projects and strategic initiatives.
You will play a central role in maintaining the quality of client relationships, managing complex wealth-related matters, and supporting the operational development of the Belgian office.
Key Responsibilities
Client Relationship & Investment Oversight
- Ensure the effective implementation and ongoing monitoring of clients’ investment strategies and wealth management solutions.
- Oversee the production and quality control of consolidated wealth reporting, including the collection and reconciliation of financial statements.
- Monitor banking operations, review account movements, and verify pricing and fee structures applied by financial institutions.
- Maintain regular dialogue with banking partners, asset managers, and external service providers.
- Lead market consultations and selection processes, formulate recommendations, and coordinate implementation.
- Ensure timely delivery of all commitments and agreed actions towards clients.
Wealth Structuring & Patrimonial Coordination
- Participate in the review and monitoring of clients’ legal, tax, and holding structures.
- Analyze existing patrimonial arrangements and ensure their ongoing relevance and effectiveness.
- Contribute to discussions relating to wealth planning, family governance, and intergenerational wealth transfer.
- Coordinate multidisciplinary projects involving tax, legal, investment, and estate-planning advisors.
Cash Flow & Financial Monitoring
- Prepare, monitor, and update clients’ budgets and cash flow forecasts.
- Oversee liquidity planning and treasury management matters.
- Support clients in anticipating financing requirements and optimizing financial resources.
Client Project Management
- Coordinate interventions between clients and their various advisors and external stakeholders.
- Participate in client meetings and prepare comprehensive meeting minutes and follow-up actions.
- Monitor action plans and ensure proper follow-through by all involved parties.
- Manage selected administrative and financial assistance projects on behalf of clients.
- Provide proactive support in addressing complex and evolving client situations.
Reporting & Administrative Management
- Maintain and update the firm's client information database and consolidated financial records.
- Ensure client files remain accurate, complete, and compliant with internal procedures.
- Prepare documentation and briefing materials for client meetings.
- Contribute to the continuous improvement of reporting quality and operational processes.
Office & Business Support
- Support the day-to-day activities and smooth functioning of the Brussels office.
- Participate in the reception of clients, partners, and visitors.
- Assist in maintaining a professional and high-quality client experience.
- Contribute to the implementation and monitoring of internal procedures and office standards.
Your Profile
Education
- Master's degree in Finance, Economics, Business Administration, Wealth Management, or a related field.
Experience
- Minimum 10 years of relevant professional experience gained within a Family Office, Private Bank, Wealth Management firm, or advisory environment.
- Proven track record supporting wealthy families and entrepreneurs on complex patrimonial and investment-related matters.
- Experience coordinating multiple internal and external stakeholders in a demanding client environment.
Technical Skills
- Strong expertise in wealth management and investment solutions.
- Excellent knowledge of financial markets and asset classes.
- Solid understanding of listed and private investments, including real estate and private equity.
- Strong knowledge of French and international wealth structuring principles.
- Good understanding of family governance, succession planning, and patrimonial transmission issues.
- Ability to analyze complex situations and formulate pragmatic recommendations.
- Excellent organizational and project management capabilities.
Languages
- Fluent in French and English, both written and spoken.
- Dutch is considered an asset.
Personal Attributes
- Outstanding interpersonal and communication skills.
- Strong client-service mindset and relationship-building abilities.
- Intellectual curiosity and willingness to continuously develop expertise.
- Pragmatic, solution-oriented, and hands-on approach.
- Ability to manage multiple priorities in a fast-paced environment.
- High level of integrity, discretion, and confidentiality.
- Proactive, responsive, and results-driven.
- Strong team spirit and collaborative mindset.
What's on Offer?
- A strategic role within a growing and entrepreneurial Multi Family Office.
- Direct exposure to sophisticated wealth management, governance, succession, and investment matters.
- The opportunity to work closely with successful entrepreneurial families and leading external advisors.
- A collaborative, intellectually stimulating, and client-centric environment.
- Significant autonomy and visibility within the Belgian office.
- A competitive compensation package aligned with experience and expertise.