Client Relationship Manager

Stonehage Fleming Group; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment management firm in Cape Town is seeking a Client Relationship Manager to manage global and local multi-asset investment portfolios. The role requires strong organizational skills and a minimum of 5 years' experience in the investment industry. Ideal candidates will possess a degree in Finance or a related field and strong communication skills to foster client relationships while ensuring compliance with regulations.

Qualifications

• Minimum 5+ years' experience in a similar role within the investment industry.
• Proven new business capability and strong private client management experience.
• Experience in managing offshore and onshore multi‑asset class portfolios.

Responsibilities

• Manage investment portfolios of an existing book of clients.
• Develop strong working relationships with clients.
• Attend investment committee meetings and contribute to investment strategy.

Skills

Strong general investment knowledge

Working knowledge of compliance requirements

Excellent communication skills

Strong problem-solving ability

Education

Degree in Finance, Investments or related field

CFA Charterholder preferred

Job description

3 Dock Rd, Cape Town City Centre, Cape Town

Job Description: Posted Thursday, August 28, 4:00 AM

Client Relationship Manager

Overall Purpose
Manage the global and local multi‑asset investment portfolios of an existing book of high net worth clients. This requires in‑depth technical knowledge of onshore and offshore financial markets and products. The role builds and maintains strong relationships with both existing and potential clients, contributes to new business development, and identifies opportunities for referrals to other service lines across the Stonehage Fleming Group.

Reporting Relationships
The role reports to the Head of Investment Management in SA and works closely with the Investment Management teams in Johannesburg, Cape Town and London. It requires strong relationships with Stonehage Fleming employees at all levels, across geographies, as well as regular interaction with clients and business introducers.

Principal Elements & Accountabilities

• Live the Stonehage Fleming Group and IMSA Team values.
• Manage the investment portfolios of an existing book of clients.
• Develop and maintain an in‑depth understanding of all clients' portfolios, activity and needs.
• New business development as part of agreed annual team objectives.
• Regular communication with your client base to develop / foster strong working relationships.
• Attend investment committee meetings; fully understand and contribute to the defined investment strategy.
• Conduct analysis and review of client affairs.
• Coordinate the take‑on of new clients and ensure all compliance requirements have been met.
• Draft and oversee investment implementation plans to completion.
• Adhere to the operating procedures of the business.
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions.
• Assist Head of Client Management / Investment Management to create new strategies and improve business development.
• Actively participate in the overall investment process.

Skills & Qualifications

• Strong general investment knowledge (economy, financial markets, asset classes, portfolio management) with keen interest in investments.
• Working knowledge of SA and offshore compliance requirements.
• Excellent written and verbal communication and interpersonal skills.
• Degree in Finance, Investments or related field; CFA Charterholder preferred.
• Minimum 5+ years' experience in a similar role within the investment industry.
• Proven new business capability and strong private client management experience.
• Experience in managing offshore and onshore multi‑asset class portfolios.
• FAIS registered representative.

Competencies & Behaviours

Strong organizational skills: schedules & manages workload effectively, thinks ahead, and sets plans to achieve goals.

Can work well under pressure with time constraints. Demonstrates leadership, self‑motivation, positive attitude, and problem‑solving ability.

Teamwork: supports and works towards team goals, shares information, is helpful and cooperative.

Communication: articulates technical concepts in an understandable language and writes clearly.

Client‑orientated: understands and satisfies client needs, takes full responsibility for all client matters.

Technical knowledge: demonstrates required investment knowledge and keeps it up to date.

Problem solving & decision making: considers wider consequences of each decision, gathers and analyzes information to find creative solutions.

Research & analysis skills: displays an analytical, objective & thorough approach to information gathering, presents analysis clearly.

NOTE: THIS JOB DESCRIPTION AND PERSON SPECIFICATION IS A GUIDE TO THE PRINCIPAL, CURRENT DUTIES OF THE JOB AND THE REQUIRED SKILL SET. IT DOES NOT FORM PART OF THE CONTRACT OF EMPLOYMENT.