Client Relationship Manager at Stonehage Fleming

OVERALL PURPOSE

• The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and potential global and local clients. The individual is required to contribute towards new business development, as well as identify opportunities and make referrals to other service lines across the Stonehage Fleming Group.

REPORTING RELATIONSHIPS AND LOCATION

• The role reports to the Senior Client Relationship Manager in SA. This role will be based in Cape Town or Johannesburg depending on appointment. 

WORKING RELATIONSHIPS

• This role requires a strong working relationship with the Investment Management team in  Johannesburg, Cape Town and London. The role also requires strong relationships with Stonehage Fleming employees at all levels, across geographies. Externally the role requires regular interaction and close relationships with existing and potential clients, as well as business introducers.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES

• Live the Stonehage Fleming Group and IMSA Team values
• Manage the investment portfolios of an existing book of clients
• Develop and maintain an in depth understanding of all clients’ portfolios, activity and needs
• New business development as part of agreed annual team objectives
• Regular communication with your client base to develop/foster strong working relationships
• Attend investment committee meetings, where you are expected to fully understand and contribute towards the defined investment strategy
• Conduct analysis and review of client affairs
• Coordinate the take-on of new clients and ensure all compliance requirements have been met
• Draft and oversee investment implementation plans to completion
• Adhere to the operating procedures of the business
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions
• Proactive, timeous, excellent client service
• Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development
• Actively participate in the overall investment process

SKILLS

• Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments
• Working knowledge of SA and offshore tax and compliance requirements
• Excellent communication and inter personal skills (written and verbal)
• Attention to detail

QUALIFICATIONS AND EXPERIENCE

• Degree in Finance, Investments or related - CFA Charterholder preferred
• Minimum 5+ years’ experience in a similar role within the investment industry
• Proven new business capability and strong private client management experience
• Experience in managing offshore and onshore multi-asset class portfolios
• FAIS registered representative

COMPETENCIES AND BEHAVIOURS

• Strong organizational skills: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
• Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when 
• required and to solve problems constructively and with a positive attitude. 
• Teamwork: Supports & works towards team goals, shares information, is helpful & co‐operative, works effectively with people outside immediate team and within the wider group 
• Communication skills: Communicates clearly and concisely, listens effectively, written 
• communication is well presented. Ability to communicate technical concepts in understandable language. 
• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base. 
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date. 
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical. 
• Research & analysis Skills: Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.