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Client Relationship Manager

Stonehage FlemingCape Town, ZA

30+ days ago

Job description

Job title : Client Relationship Manager

Job Location : Western Cape, Cape Town

Deadline : September 29, 2025

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OVERALL PURPOSE

The candidate will be responsible for managing 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 candidate will be expected to build and maintain strong relationships with both existing and potential clients.

The individual is required to contribute towards new business development, as well as identify opportunities and make referrals to other service lines across the Stonehage Fleming Group.

REPORTING RELATIONSHIPS

The role reports to the Head of Investment Management in SA

WORKING RELATIONSHIPS

This roles requires a strong working relationships with the Investment Management team in Johannesburg, Cape Town and London. The role also requires strong relationships with Stonehage Fleming employees at all levels, across geographies.

Externally the role requires regular interaction and close relationships with existing and potential clients, as well as 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, where you are expected to fully understand and contribute towards 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

Proactive, timeous, excellent client service

Assist Head of Client Management / Investment Management to allow for the creation of new strategies and improved business development

Actively participate in the overall investment process

SKILLS

Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments

Working knowledge of SA and offshore compliance requirements

Excellent communication and inter personal skills (written and verbal)

Attention to detail

QUALIFICATIONS AND EXPERIENCE

Degree in Finance, Investments or related - 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 AND BEHAVIOURS

Strong organizational skills : Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.

Leadership, self-motivation, positive attitude : Ability to take leadership / ownership when required and to solve problems constructively and with a positive attitude.

Teamwork : Supports & works towards team goals, shares information, is helpful & co‐operative, works effectively with people outside immediate team and within the wider group

Communication skills : Communicates clearly and concisely, listens effectively, written communication is well presented. Ability to communicate technical concepts in understandable language.

Client orientated : Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.

Technical Knowledge : Demonstrates required technical investment knowledge and keeps technical knowledge up to date.

Problem solving & Decision making : Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical.

Research & analysis Skills : Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

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Relationship Manager • Cape Town, ZA

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