Client Relationship Manager

Reference: DB 6816

Consultant: Dorei Barnes

Description:

• 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

Qualifications:

• Relevant professional Finance Services Industry Experience (Minimum of 5 years)
• Relevant Professional qualification (Chartered Accountant or Qualified Lawyer)
• Technical application and understanding of Fiduciary Relationships
• 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
• A solid understanding of financial accounts gained through practical experience
• A comprehensive understanding of financial markets and investment management
• A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
• 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

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.