OVERALL PURPOSE<\/p>\n
\tThe 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.<\/p>\n
WORKING RELATIONSHIPS<\/p>\n
\tThe 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.<\/p>\n
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES<\/p>\n
\tTo be part of a two person Family Office team on each client primarily supporting more experienced Directors
\n\tBuilding and maintaining long term business relationships with clients in order to become the first point of client contact over time
\n\tPreparation and analysis of Family Office presentations, packs and reports
\n\tRegular Client meetings along with pre-meeting preparation and post- meeting follow up
\n\tStructuring of trusts and companies and take-on of existing entities
\n\tLiaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
\n\tReview of financial accounts prepared by accountants
\n\tAssistance with client banking and foreign exchange transactions
\n\tSetup and review of client investment portfolios in conjunction with the Investment Team
\n\tRequesting execution of investments and related follow up
\n\tReview of individual, company and trust tax returns\u00a0
\n\tManagement of cash balances, payments and receipts
\n\tProactively addressing ad hoc client requests
\n\tAny other ad-hoc duties which may be required from time to time<\/p>\n
QUALIFICATIONS AND EXPERIENCE<\/p>\n
\tBCom, BBusSci, LLB or related degree
\n\tChartered Accountant with 0-3 years post articles experience<\/p>\n
SKILLS
\nThis position requires:<\/p>\n
\tA proficiency in Microsoft Office
\n\tProject Management Skills : The ability to manage numerous projects simultaneously
\n\tSharp analytical skills and a strong commercial awareness
\n\tA sound understanding of financial accounts gained through practical experience
\n\tA general understanding of financial markets and investment management
\n\tA basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting<\/p>\n
COMPETENCIES AND BEHAVIOURS<\/p>\n
\tPlanning and organising: Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.
\n\tDiscrete: Respects the confidential nature of the work being undertaken, and the privacy of our clients.
\n\tTeamwork: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team.
\n\tCommunication 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.
\n\tAccuracy & 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.
\n\tClient-orientated: Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.
\n\tTechnical Knowledge: Demonstrates required technical knowledge and keeps technical knowledge up to date.
\n\tAction orientated: Takes prompt action and sees tasks through to completion.
\n\tBusiness development skills: Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value.
\n\tStrong work ethic, dynamic and ambitious.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Stonehage Fleming","_company_website":"http:\/\/N%20\/%20A","_company_tagline":"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\u2019 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\u2019 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","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":["post-17575","job_listing","type-job_listing","status-expired","hentry","job_listing_region-gauteng","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/17575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=17575"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=17575"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=17575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}