Junior Client Relationship Manager - Cape Town at Stonehage Fleming

OVERALL PURPOSE

• The role forms part of the Family Office department where you will advise Ultra High Net-Worth wealth creators and their families, in the management of their financial affairs. This role will be part of the South African Client Relationship Management team. 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.

WORKING RELATIONSHIPS

• The primary role involves working closely with your assigned Relationship Managers in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office 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, solicitors 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 banking and 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, LLB or related degree
• Chartered Accountant with 0-3 years post articles experience

SKILLS
This position requires:

• A proficiency in Microsoft Office
• Project Management Skills : The ability to manage numerous projects simultaneously
• Sharp analytical skills and a strong commercial awareness
• A sound understanding of financial accounts gained through practical experience
• A general understanding of financial markets and investment management
• A basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting

COMPETENCIES AND BEHAVIOURS

• Planning and organising: Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.
• Discrete: Respects the confidential nature of the work being undertaken, and the privacy of our clients.
• Teamwork: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team.
• Communication skills: Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients.
• Accuracy & quality: Delivers work of a high standard, output is accurate and error free; has the ability to review deliverables of team members to ensure accuracy and pays attention to detail Problem solving and decision-making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
• Client-orientated: Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.
• Technical Knowledge: Demonstrates required technical knowledge and keeps technical knowledge up to date.
• Action orientated: Takes prompt action and sees tasks through to completion.
• Business development skills: Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value.
• Strong work ethic, dynamic and ambitious.