Junior Client Relationship Manager

Reference: DB 6645

Consultant:  Dorei Barnes

Description:

• To be part of a two person Relationship Management team on each client primarily supporting more experienced Relationship Managers
• 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, solicitors and property managers/estate agents
• 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

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

How to Apply:

• Email your comprehensive CV to exceedhr@exceed.co.za.
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.