Client Services and Relationship Manager - Johannesburg, South Africa - CF Consulting
Description
Summary of the position
To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team.
The Client Service Manager (CSM) will perform various corporate fiduciary, management and co-ordinating, business building and relationship management activities to assist with the take-on and on-going servicing of corporate special purpose companies, trusts and other corporate business clients, working closely with and supporting other teams within the Group.
PRINCIPAL ELEMENTS & 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 as well as develop new relationships through existing networks for business development purposes with a medium term expectation to grow the business organically and through engaging new clients.
- 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
- Run/chair official client family council meetings in conjunction with a Senior Partner of the firm
- Ensure all transactions pertaining to the management of the clients' affairs are executed timely, efficiently and accounted for correctly
- Obtain indepth 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
QUALIFICATIONS AND EXPERIENCE
- Relevant professional Finance Services Industry Experience (Minimum of 5 years)
- Relevant Professional qualification (e.g BCom, BBusSci or related degree, STEP, ICSA, ACCA, IOD etc.)
SKILLS
- Advanced Microsoft Excel, Word and PowerPoint skills
- Excellent analytical and numeracy skills and a strong commercial awareness
- Strong attention to detail
- Solid administration skills built up within a similar high net worth environment
- A solid understanding of financial accounts gained through practical experience
- A comprehensive understanding of financial markets and investment management
- A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
- Project Management Skills must have ability to manage numerous projects simultaneously
- A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
- 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 and to pursue team objectives with energy.
- Broad and logical thinking to provide guidance and solutions to clients
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