Client Relationship Manager

Recruiter:

CA Financial Appointments

Job Ref:

53124

Date posted:

Thursday, May 26, 2022

Location:

Cape Town, South Africa

Salary:

R0 per year

JOB SUMMARY:
Are you a qualified CA(SA) or Lawyer with relevant Wealth Management / Financial Services experience

JOB DESCRIPTION:

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 businessesand 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 AND EXPERIENCE

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

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.

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