Well established, International Company, based in Johannesburg, requires the services of a Relationship Manager, to join this exciting team.
Requirements:
Matric
BCom or related degree
Chartered Accountant with 0-3 years post articles experience
Proficient 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 and as part of a qualification/degree
Basic understanding of financial markets and investment management
Basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting

Responsibilities:

To be part of a two person Relationship Management team on each client primarily supporting more experienced Relationship Managers
Build and maintain long term business relationships with clients in order to become the first point of client contact over time
Prepare and analyse 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
Liaise with 3rd party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents
Review of financial accounts prepared by accountants
Assist with client banking and foreign exchange transactions
Setup and review of client investment portfolios in conjunction with the Investment Team
Request execution of investments and related follow up
Review of individual, company and trust tax returns
Management of cash balances, payments and receipts
Proactively address ad hoc client requests
Any other ad-hoc duties which may be required from time to time.

Renumeration: Annual package of R600 000 offered (no benefits)