Key hiring challenges for Family Office jobs


We understand the specialised recruitment challenges that hiring managers face in the family office sector and the unique combination of skills and values that are essential to success in these roles.

Culture fit

In family office hires, culture fit is often as important as expertise — and qualities like discretion and trustworthiness are absolutely essential.

We conduct personality and ethics assessments of candidates and can also involve family members in the later stages of the process to ensure a fit for both parties.

Flexibility

Family office work is highly personalised and demands exceptional client service skills. The ability to adapt to changing needs quickly is crucial to success.

Our recruitment process incorporates real-world scenarios that evaluate a candidate’s adaptability to rapidly changing priorities and scenarios.

Diverse Skills

Family office roles encompass a wide range of required skills, from estate planning to investment management, which can be hard to meet with a single hire.

At Victus Search, our extensive global network and deep industry contacts give us unparalleled access to candidates with the multi-disciplinary expertise required.

Why choose Victus Search?


With diverse roles encompassing asset management, estate planning, and complex tax considerations, finding the right candidates to navigate the challenges of family office jobs is complex.

Our extensive candidate network is pre-vetted for a range of specialised skills, from investment strategy and risk management to client relationship building, ensuring a solid cultural fit alongside the necessary knowledge and experience.

With each placement, we prioritise longevity, ensuring our candidates are aligned with your office’s objectives and values. At Victus Search, you’ll find a strategic family office recruitment partner that understands your unique needs, has the global resources to meet them, and is committed to sustaining a fruitful long-term relationship.

Key areas of recruitment


We work with candidates and clients in the family office sector on a wide range of recruitment scenarios — approaching each engagement on an entirely individual basis. As an overview, the most frequently requested areas include the following.

  • Wealth management and investment
  • Trust, tax and estate planning
  • Compliance and risk
  • Philanthropic advisory
  • Family governance

Your expert partner for family office recruitment


Our experienced candidates pair knowledge of wealth and asset management, estate and succession planning, investment vehicles and taxation with excellent client relationship skills.

Professionals in the family office sector may hold various titles depending on their specific roles and responsibilities. The lists below give examples of common job titles that we have recruited for in this sector.

Associate to Director Level Appointments

Accountant

Trust and Company Administration

Executive Assistant

Family Office Manager / Director

Portfolio Manager / Investment Advisor

Legal Counsel

Accountants / Financial Analysts

Company SecretaryProperty Manager
Lifestyle Manager

Real Estate Manager

Finance Director

Philanthropy Advisor

Compliance Officer

Administrative Assistant

Human Resources

Executive Level Appointments

Chief Investment Officer

Chief Accounting Officer

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Advisory Board Member

Finding a precise match starts here

Whether you’re looking to fill a specialist role, or seeking a position in this niche to deploy your unique skills and experience, the first step is to get in touch with one of our experts in family office recruitment.

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