Junior Client Relationship Manager

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.

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