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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