| Date | 2024-07-07 |
|---|---|
| Job Title | Client Relationship Manager |
| Employer | CF & I Consulting More Information |
| Salary | 650000 |
| Category | Finance Accounting |
| Location |
Western Cape / Cape Town |
Job Summary
This role involves close contact with private high net worth clients, both existing and new. The incumbent will act as a Key Financial Adviser for UHNW clients on both balance sheet and risk management and governance. If you meet the following requirements, this may be for you:
- Relevant professional Finance Services Industry Experience (5 years)
- Relevant Professional qualification (e.g CA(SA), STEP, ICSA, ACCA, IOD etc.)
- Technical application and understanding
- Demonstrated proof of excellence in various spheres of your career and life
- A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
- Advanced Microsoft Excel, Word and PowerPoint skills
- Excellent analytical and numeracy skills and a strong commercial awareness
- Solid administration skills built up within a similar high net worth environment
- Project Management Skills must have ability to manage numerous projects simultaneously
- 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
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
- 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
- Understand and manage risk involved in administering structure ensuring internal procedures are adhered to
Client Relationship Manager position available in Western Cape, Cape Town. This job position was posted by CF & I Consulting. The job has been posted as a premium ad on 2024-07-07 at 13:15:17 in the Finance Accounting category
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