Website Stonehage Fleming
Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs… read more we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms. Our relationships with clients would typically include: – Helping define the purpose of the family wealth, its governance and succession plans. – Managing and administering international structures such as trusts and companies. – Managing investment portfolios on a discretionary and advisory basis. – Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently – Identification and mitigation of the full spectrum of risks to family wealth. – Reviewing legal structures, taking account of cross-border and inter-generational considerations. – Sourcing and advising on private capital investment opportunities. – Creating reports aggregating and analysing all aspects of client wealth. – Coordination and execution of all banking and treasury needs. – Advising on matters of corporate finance for the family business and other commercial interests. – Management of art collections and other lifestyle assets. We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs. Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights
OVERALL PURPOSE
The role forms part of the Family Office department where you will advise Ultra High Net-Worth wealth creators and their families, in the management of their financial affairs. This role will be part of the South African Client Relationship Management team. You will work alongside the senior advisory team with the goal to later take over and manage 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 Johannesburg Office.
WORKING RELATIONSHIPS
The primary role involves working closely with your assigned Relationship Managers in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office and Investment teams locally as well as with other service areas in other jurisdictions 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 Family Office team on each client primarily supporting more experienced Directors
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, lawyers and other professionals
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, LLB or related degree
Chartered Accountant with 0-3 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 general 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.
Discrete: Respects the confidential nature of the work being undertaken, and the privacy of our clients.
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.
go to method of application »
Apply via company website ( N / A ) or