Details:

Unit: Family Office
Location: Cape Town
Introduction:
The role forms part of the Relationship Management function in the Family Office department where you will be part of a three person relationship team with the goal to later takeover clients of your own. The role requires the ability to manage numerous con
 
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Senior Associate: Relationship Management

WORKING RELATIONSHIPS

The primary role involves working closely with your assigned Relationship Managers on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, solicitors and property managers.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

  • 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 AND EXPERIENCE

BCom, BBusSci or related degree

Chartered Accountant with 1-3 years post articles experience