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.

To apply for this job email your details to exceedhr@exceed.co.za