Client Relationship Manager

Responsibilities:

• 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 businessesand 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 structure ensuring internal procedures are adhered to and maintained
• Such other duties as may reasonably be required by the management from time to time

QUALIFICATIONS AND EXPERIENCE

• Relevant professional Finance Services Industry Experience (Minimum of 5 years)
• Relevant Professional qualification (Chartered Accountant or Qualified Lawyer)
• Technical application and understanding of Fiduciary Relationships

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.