Head of Financial Affairs – Family Office

We are seeking a Head of Financial Affairs – Family Office to set up and lead the financial management of a single-family office with diverse investments in multiple sectors. Acting as a trusted advisor to the family, the Head of Financial Affairs will play a central role in preserving and growing wealth across generations, ensuring financial transparency, and aligning financial strategy with the family's long-term goals and values.

This role goes beyond traditional financial management, encompassing investment oversight, financial reporting, cash flow planning, risk management, estate coordination, and support for family governance and philanthropic initiatives. It requires a hands-on, discreet, and relationship-centered approach, with the ability to operate at both a strategic and detailed level.

Key Responsibilities

• Oversees the family’s financial affairs, including budgeting, forecasting, liquidity management, and consolidated reporting across entities and jurisdictions.


• Coordinates investment administration and performance tracking in collaboration with external asset partners or advisors.


• Monitors and manages risk exposure across financial, legal, and operational areas.


• Liaises with tax, legal, and estate planning professionals to ensure compliance and alignment with the family’s legacy and succession objectives.


• Ensures robust governance, regulatory compliance, and alignment with family values and long-term vision.


• Maintains and improves financial systems, processes, and controls appropriate for a family office environment.


• Serves as a central point of contact and trusted advisor for family members on financial matters, providing guidance with professionalism and confidentiality.

Ideal Candidate Profile

• Bachelor’s degree in Accounting, Finance, Economics or a related field.


• Master’s degree and/or a professional qualification such as CPA, ACCA, ACA is preferred.


• 15+ years of progressive financial experience in managing finances of complex structures (e.g. multiple entities, trusts, or holdings).


• Strong track record in investment management across a diversified portfolio of assets.


• Proficient in financial reporting, budgeting and forecasting.


• Experience with international tax planning and compliance, as well as treasury operations.


• Exposure to philanthropic planning, foundations, or family governance structures.


• Strategic thinking, financial rigor and entrepreneurial spirit.


• High integrity, trustworthiness and discretion.


• Long-term orientation and a legacy-driven mindset.


• Full professional proficiency in Greek and English both written and spoken.

Personal Attributes

• High level of professionalism, integrity, and discretion.


• Strong sense of responsibility and initiative.


• Ability to anticipate needs and work independently.


• Collaborative mindset and ability to build effective relationships with stakeholders at all levels.

Benefits

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  Full-time employment.

  
  


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  Private health insurance coverage.

  
  


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  The opportunity to work in a well-organized and professional company environment