Family office recruitment agencies can screen for a wide range of qualifications and skills, which may include: extensive experience in wealth management or financial planning, strong analytical and problem-solving abilities to address client challenges, strong interpersonal and communication skills, advanced degrees such as Certified Financial Planner (CFA) or Certified Public Accountant (CPA), and the ability to handle sensitive matters for high-net-worth individuals. People who work with wealthy individuals are often entrusted with extremely confidential information about clients’ assets and family dynamics. As such, they need to possess a high level of discretion. 

Family office recruitment agencies like Career Group Companies tailor our search to align with each office’s unique needs and cultural dynamics. We make sure that prospects exhibit the skills our clients are looking for.

Family office recruitment agencies like Career Group Companies perform extensive vetting via a background review, resume analysis, and interview. The interview process may involve asking questions such as:

• Do you have any experience working in a team of a similar size? If so, how were you able to contribute and collaborate in a close-knit environment?
• Provide the candidate with a problem that may arise within your family office and ask them to devise a solution.
• Have you partnered with external advisors before? If yes, how have you identified them as the correct person to assist you?
• What can you bring to our family office to help us achieve our goals and targets?