Client Relationship Manager

18 hours ago

Cape Town, South Africa CA Financial Appointments Full time

Are you a qualified CA(SA) or Lawyer with relevant Wealth Management / Financial Services experience in Client Relationship Management? Do you thrive on top notch relationship-building with high net worth clients? Please get in touch with me.

**Responsibilities**:

- 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

**Requirements**:

- Relevant professional Finance Services Industry Experience (Minimum of 5 years)
- Relevant Professional qualification (Chartered Accountant or Qualified Lawyer)

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