Client Relationship Manager

7 months ago

Cape Town, South Africa CF Consulting Full time

**OVERALL PURPOSE**

The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business units.

**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 as well as develop new relationships through existing networks for business development purposes, with a medium term expectation to grow the business organically and through engaging new clients.

? 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.

? 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.

QUALIFICATIONS AND EXPERIENCE

? Relevant professional Finance Services Industry Experience (Minimum of 5 years)

? CA(SA) registration plus 4 years relevant experience in the investment or wealth management space

? Previous wealth management experience in managing client relations and working with HNW clients

**SKILLS**

? Advanced Microsoft Excel, Word and PowerPoint skills

? Excellent analytical and numeracy skills and a strong commercial awareness

? Strong attention to detail

? 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

? Broad and logical thinking to provide guidance and solutions to clients

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