Client Relationship Manager - CA(SA) or Qualified

One of the worlds most respected wealth management firms is looking for a qualified CA(SA) or Lawyer who is passionate about investments and client servicing to join their team as a client relationship manager.  * Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients' affairs * Support the business development/marketing efforts of the Group * Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients' affairs * Run clients' affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs * Ensure all transactions pertaining to the management of the clients' affairs are executed timeously, efficiently and accounted for correctly * Obtain in-depth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entitiy structures * Approve payments, cash management, forex transactions * Review financial statments of client entitie * Renegotiate existing loans with banks, negotiate new loans with bank * Review contracts between client entities and third parties * Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary * Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained * Such other duties as may reasonably be required by the management from time to time * Build and maintain long term relationships eith clients, which includes all forms of contact/communication with clients and their advisors *QUALIFICATIONS AND EXPERIENCE*   *QUALIFICATIONS AND EXPERIENCE* * CA(SA) or Qualified Lawyer * Minimum of 5 years experience in Finance Services Industry * Technical application and understandign of Fiduciary Relationships   *SKILLS* * Advanced Microsft Excel, Word and PowerPoint skills * Excellent analytical and numeracy skills and a strong commercial awareness * Solid administration skills built up within a similar high net worth environment * A solid understanding of financial accountant gained through practical experience * A comprehensive understanding of financial markets and investment management * A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting * Project Management Skills – must have ability to manage numerous projects simultaneously * A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree * Interpersonal skills necessary to develop deep un