Securing a position within a Family Office can be highly competitive. This guide will help you prepare a compelling CV to make your CV stand out.

Research is key

Family Offices are not one-size-fits-all. Each has its own goals, values and investment philosophy. Researching the specific Family Office you want to join is crucial. Explore their website (if there is any) and public records to understand their investment focus, philanthropic endeavours and the family's background.

Most of the time, families prefer to remain discreet and there may not be a lot of information available online. In this case, you should consult your recruiter. They will be able to provide you with the information you would require to successfully complete the process. This will allow you to tailor your CV to resonate with the company’s specific needs and culture.

Due to confidentiality, background information can often be limited, however this can be obtained through the correct questioning in the initial interview stage. It is important to note that it can be an intricate balance of obtained the right background information without probing to much into the Family Office. Again, your recruiter can help you manage this delicate process.

Cultural fit matters

Family Offices are often close-knit and have an intimate dynamic. Demonstrating cultural fit is equally important as possessing the right skill set. Look for clues about their culture. Emphasise your ability to maintain confidentiality, build trust and integrate within an already well-established team, all hallmarks of a successful Family Office professional.

Tailoring your CV for impact

Entry-level: Highlight academic achievements, internships and relevant volunteer work. Demonstrate skills like organisation, attention to detail and a proactive attitude.

Mid-level: Focus on experiences that demonstrate project management, financial acumen and relationship-building skills. Quantify achievements and contributions in prior roles.

Senior-level: Emphasise leadership experience, strategic thinking and the ability to manage complex portfolios and high-value assets. Provide examples of successful projects that show your impact and value.

Soft skills

As we mention all the time, Family Offices value soft skills as highly as, if not, more than technical abilities. Highlight your ability to build strong relationships within the Family Office and with the family members.

Family Offices require individuals with exceptional interpersonal skills, problem-solving abilities, and a collaborative spirit. Highlight instances where you built strong relationships, managed cross-functional teams and tackled challenges effectively. Also make sure to highlight your adaptability and ability to handle diverse tasks, as roles in Family Offices are often broad and dynamic.

Avoiding common pitfalls

Less is more: Keep your CV concise and focused, including only relevant information.

Failing to tailor your CV: Each application should be tailored to the specific Family Office and role. Generic CVs are less likely to make a strong impression.

Neglecting proofreading: Errors in your CV can create a negative impression. Always proofread thoroughly to ensure your CV is error-free.

By tailoring your CV to the specific Family Office and role, understanding their culture, and demonstrating relevant skills and experience, you will be well on your way to securing your desired position.

Agreus, a leader in Family Office recruitment, brings years of expertise in placing candidates in these unique environments. Our extensive experience has provided us with a deep understanding of what Family Offices seek in potential employees.

Agreus leverages its extensive network and expertise to connect top talent with leading Family Offices. We offer personalised services to guide you through the entire recruitment process, maximising your chances of landing your dream job.

Take the first step towards your Family Office career today, browse our job page here.

Alternatively, if you are looking to hire for your Family Office, you can contact us here for a more tailored conversation.