Client Relationship / Service Manager – Corporate Fiduciary Services at Stonehage Fleming

Description    

• To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team.  Case-by-case manage or coordinate other client service managers and administrators.  Build and maintain strong service relationships to grow, enhance and retain our business.
• The Client Service Manager (CSM) will perform various corporate fiduciary, management and co-ordinating, business building and relationship management activities to assist with the take-on and on-going servicing of corporate special purpose companies, trusts and other corporate business clients, working closely with and supporting other teams within Stonehage.

OVERALL PURPOSE

• The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. The role requires one to manage a book of client’s where he/she will be the primary contact for these corporate entities and co-ordinate their overall scope of work and engagement with Stonehage Fleming. It will involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with internal departments and business units. 

Key Responsibilities    
PRINCIPAL ELEMENTS & ACCOUNTABILITIES

•  Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers
•  Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs
•  Support the business development/marketing efforts of the Group as well as develop new relationships through existing networks for business development purposes with a medium term expectation to grow the business organically and through engaging new clients.
•  Consult with third party professionals, where necessary, such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
•  Assist in the administration of corporate entities, including preparing and/or reviewing meeting documents, reviewing resolutions and administration reports
•  Ensure all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly
•  Obtain in-depth knowledge of our clients and their businesses, maintain the client file with meeting notes, becoming familiar with the trust deeds, Memorandum of Incorporations and entity structures
•  Approve payments, cash management
•  Review financial statements of client entities
•  Review agreements between client entities and third parties
•  Share and develop expertise and provide team members with technical assistance on complex documentation
•  Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained
•  Such other duties as may reasonably be required by the management from time to time

QUALIFICATIONS AND EXPERIENCE

•  Relevant professional Finance Services Industry Experience (Minimum of 5 years)
•  Relevant Professional qualification (e.g BCom, BBusSci or related degree, STEP, ICSA, ACCA, IOD etc.)
•  Technical application and understanding

SKILLS

•  Advanced Microsoft Excel, Word and PowerPoint skills
•  Excellent analytical and numeracy skills and a strong commercial awareness
•  Strong attention to detail
•  Solid administration skills
•  A solid understanding of financial accounts gained through practical experience
•  A comprehensive understanding of financial markets and investment management
•  A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance
•  Project Management Skills – must have ability to manage numerous projects simultaneously
•  A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
•  Interpersonal skills necessary to develop deep understanding of clients needs
•  Ability to work well within a team where emphasis is on the team rather than the individual and to pursue team objectives with energy.
•  Broad and logical thinking to provide guidance and solutions to clients

COMPETENCIES AND BEHAVIOURS

•  Organisation and Leadership: Schedules and manages workload effectively for self and team to ensure tasks completed on time and to the required standard; thinks ahead, sets plans to achieve goals and monitors delegated tasks at appropriate intervals
•  Supports and works towards team goals, shares information, is helpful and co-operative and works effectively with colleagues outside immediate team
•  Dynamic ability to engage with multiple clients with diverse backgrounds and personalities
•  Communicates in a clear and relevant manner in English and ensures that the message is understood; listens effectively. All written communication is well presented. Has the ability to deal effectively with all levels of staff and management within the Group as well as with clients under circumstances that can sometimes be challenging
•  Understands and satisfies client needs at all times, delivers excellent client service and takes full responsibility and accountability for all client matters including delegated tasks
•  A flair for service excellence
•  Delivers work of a high standard, output is accurate and error free and consistent
•  Total confidentiality and discretion at all times

Education Level    

• Degree or Equivalent