Junior Client Relationship Manager at Stonehage Fleming

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.