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Client Relationship Manager
- 50,000 - 65,000
- Permanent, Full Time
- Closing in 16 days
- Stonehage Fleming Services (IOM) Limited
We are looking for an experienced trust professional, or qualified accountant, to join our Family Office Relationship Management team at Stonehage Fleming. This position reports into Head of Family Office Isle of Man, but the successful individual may also work for more than one Director and/or Partner within the department. This varied role involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with internal departments and business units.
The successful candidate will be expected to:
Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers.
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 timely, 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 entity structures.
Approve payments, cash management, forex transactions.
Review financial statements of client entities.
Renegotiate existing loans with banks, negotiate new loans with banks.
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 structures ensuring internal procedures are adhered to and maintained.
QUALIFICATIONS AND EXPERIENCE:
Educated to degree level (or equivalent).
Relevant Professional qualification (e.g STEP, ACCA etc.).
1 – 3 years relevant post-qualification experience.
SA Tax experience would be an advantage.
For more information and to apply visit: www.stonehagefleming.com
