Junior Client Relationship Manager

Stonehage Fleming GroupCape Town, Western Cape, South Africa

30+ days ago

Job description

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

Job Description

Posted Tuesday, August 26, 2025 at 4 : 00 AM

Junior Client Relationship Manager

OVERALL PURPOSE

The role forms part of the Relationship Management function in the Family Office department where you will be part of the South African Client Relationship Management team with the goal to later takeover clients of your own. The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. This position is based in the Cape Town Office.

WORKING RELATIONSHIPS

The primary role involves working closely with your assigned Relationship Managers on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, solicitors and property managers.

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

BCom, BBusSci or related degree

Chartered Accountant with 3 years post articles experience

SKILLS

This position requires :

A proficiency in Microsoft Office

Project Management Skills : The ability to manage numerous projects simultaneously

Sharp analytical skills and a strong commercial awareness

A sound understanding of financial accounts gained through practical experience

A basic understanding of financial markets and investment management

A basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting

COMPETENCIES AND BEHAVIOURS

Planning and organising : Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.

Teamwork : Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team.

Communication skills : Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients.

Accuracy & quality : Delivers work of a high standard, output is accurate and error free; has the ability to review deliverables of team members to ensure accuracy and pays attention to detail.

Problem solving and decision-making : Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.

Client-orientated : Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.

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

Action orientated : Takes prompt action and sees tasks through to completion.

Business development skills : Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value Strong work ethic, dynamic and ambitious.

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

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Relationship Manager • Cape Town, Western Cape, South Africa