Assistant Client Relationship Manager

Corient; Cape Town; On-site; ZAR 520,000 - 780,000; Full time

Job summary

Corient in Cape Town seeks a proactive Relationship Management support professional to assist senior Relationship Managers and develop strong client connections within the Family Office environment.

You will help prepare reports, coordinate meetings, and liaise with banks, solicitors and investment partners while maintaining strict confidentiality and high standards of service.

Qualifications

• Relevant professional Finance Services Industry experience.
• Minimum of 6 months’ work experience post-articles.
• Strong MS Office skills and financial awareness.

Responsibilities

• Be part of a two-person Relationship Management team supporting experienced Relationship Managers.
• Build and maintain long-term client relationships as the first contact over time.
• Prepare and analyse Family Office presentations, packs and reports.
• Attend client meetings with pre- and post-meeting follow-up.
• Assist with structuring trusts and companies and onboarding entities.
• Liaise with banks, investment houses, solicitors and property managers/estate agents.
• Review financial accounts and client tax returns; manage cash balances, payments and receipts.
• Support client banking and investment transactions with the Investment Team.
• Address ad hoc client requests and other duties as required.

Skills

Advanced MS Office

Analytical and numeracy skills

Administration skills in HNW env

Project management

Financial markets knowledge

Interpersonal skills

Team-oriented mindset

Job description

OVERALL PURPOSE AND WORKING RELATIONSHIPS

The position reports to the Head of Family Office – Cape Town - but may work for more than one senior executive in the Family Office team and may also be responsible for managing and developing more junior members of the Family Office team. This role involves close and regular interaction with clients and third parties of the Corient Group as well as with internal departments and business units. In line with FCA regulations they will promote and adhere to robust Operating Procedures across the business.

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

• Relevant professional Finance Services Industry Experience
• Minimum of 6 month’s work experience post-articles

SKILLS

This position requires a good understanding of the following:

• 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
• 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

COMPETENCIES AND BEHAVIOURS

• Schedules and manages workload effectively for self and team to ensure tasks completed on time and to the required standard; thinks ahead, sets plans to achieve goals and monitors delegated tasks at appropriate intervals
• Supports and works towards team goals, shares information, is helpful and co-operative and works effectively with colleagues outside immediate team
• Communicates in a clear and relevant manner and ensures that the message is understood; listens effectively. All written communication is well presented. Has the ability to deal effectively with all levels of staff and management within the Group as well as with sophisticated clients under circumstances that can sometimes be challenging
• Understands and satisfies client needs at all times, delivers excellent client service and takes full responsibility and accountability for all client matters including delegated tasks
• Delivers work of a high standard, output is accurate and error free and consistent
• Total confidentiality and discretion at all times