Skills framework for financial services skills map
2 pages - 128.1 KB
The family office executive should also possess soft skills such as stakeholder/ conflict management, mediation, negotiation and interpersonal communication.
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1 of 2 SKILLS FRAMEWORK FOR FINANCIAL SERVICES SKILLS MAP FAMILY OFFICE EXECUTIVE Sector Financial Services Family Office Family Office Executive Track Occupation Job Role Family Office Executive Job Role Description The Family Office Executive is targeted at financial sector professionals working in family offices or having plans to do so. Although the Executive will be hired to fulfil several specific functions in the family office, the Executive should be equipped with broad-based knowledge and skill sets necessary to understand and support the broader operations of a family office. The family office may have wide-ranging responsibilities, including managing asset ownership, overseeing family governance and succession planning, asset management across a wide range of asset classes, tax planning, trust and corporate services, operational risk management such as cybersecurity, compliance and insurance, as well as concierge services and philanthropy. The Executive should possess a basi...
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