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Family Office - Client Relationship Manager

Stonehage Fleming
Full-time
On-site
Stellenbosch, South Africa
Client Relationship Manager

OVERALL PURPOSE
The position reports to the Head of Family Office - Stellenbosch but may work for more than one senior executive in the Family Office team and may also be responsible for managing and developing more junior members of the Family Office team. This role involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with internal departments and business units. In line with FCA regulations they will promote and adhere to robust Operating Procedures across the business.
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
  • Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
  • Run clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
  • 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, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures
  • Approve payments, cash management, forex transactions
  • Review financial statements of client entities
  • Renegotiate existing loans with banks, negotiate new loans with banks
  • Review contracts between client entities and third parties
  • Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary
  • 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

  • QUALIFICATIONQUALIFICATIONS AND EXPERIENCES AND EXPERIENCE

    • Relevant professional Finance Services Industry Experience (8 years)
    • Relevant Professional qualification (e.g 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
    • Solid administration skills built up within a similar high net worth environment
    • 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

    COMPETENCIES AND BEHAVIOURS

    • 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
    • Communicates in a clear and relevant manner 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 sophisticated 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
    • Delivers work of a high standard, output is accurate and error free and consistent
    • Total confidentiality and discretion at all times  
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