Client Relationship Manager

7 months ago

Cape Town, South Africa CF Consulting Full time

This role involves close contact with private high net worth clients, both existing and new. The incumbent will act as a Key Financial Adviser for UHNW clients on both balance sheet and risk management and governance. If you meet the following requirements, this may be for you:

- Relevant professional Finance Services Industry Experience (5 years)
- Relevant Professional qualification (e.g CA(SA), STEP, ICSA, ACCA, IOD etc.)
- Demonstrated proof of excellence in various spheres of your career and life
- A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
- 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
- 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

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
- Understand and manage risk involved in administering structure ensuring internal procedures are adhered to

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