Family Office Advisor - Johannesburg at Stonehage Fleming

OVERALL PURPOSE

• The role forms part of the Family Office department where you will advise UHNW wealth creators and their families, in the management of their financial affairs. You will work alongside the senior advisory team with the goal to later take over and manage clients of your own. 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. This position is based in the Johannesburg Office.

Key Responsibilities    
WORKING RELATIONSHIPS

• The primary role involves working closely with Directors in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas in other jurisdictions within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, lawyers and property managers.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• To be part of a two person Family Office team on each client primarily supporting more experienced Directors
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
• Review of financial accounts prepared by accountants
• Assistance with client foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

QUALIFICATIONS AND EXPERIENCE

• BCom, BBusSci or related degree
• Chartered Accountant with 0-3 years post articles experience

Education Level    Degree or Equivalent

Experience Level    Senior