Overview
Private Client Advisor – Family Office; CASA Jobs in Johannesburg, South Africa at Stonehage Fleming
Position: Private Client Advisor – Family Office (CASA)
Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration. Stonehage Fleming provides a range of services from long‑term strategic planning and investments to day‑to‑day advice and administration to over 250 families of wealth.
The Group employs over 1000 people in 20 offices in 14 jurisdictions around the world.
Accountabilities
- To be part of a two person Family Office team on each client primarily supporting more experienced Directors
- Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
- Preparation and analysis 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
- Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
- Review of financial accounts prepared by accountants
- Assistance with client banking and foreign exchange transactions
- Setup and review of client investment portfolios in conjunction with the Investment Team
- Requesting execution of investments and related follow up
- Review of individual, company and trust tax returns
- Management of cash balances, payments and receipts
- Proactively addressing ad hoc client requests
- Any other ad‑hoc duties which may be required from time to time
Qualifications And Experience
- Chartered Accountant with 0-3 years post articles experience
Skills
- Project Management:
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
- A general understanding of financial markets and investment management
- A basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
Planning and organising
Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.
Discrete
Respects the confidential nature of the work being undertaken, and the privacy of our clients.
Teamwork
Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team.
Communication 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.
Accuracy & 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.
Client‑orientated
Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.
Technical Knowledge
Demonstrates required technical knowledge and keeps technical knowledge up to date.
Action orientated
Takes prompt action and sees tasks through to completion.
Business development skills
Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value.
Strong work ethic, dynamic and ambitious.
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Title: Private Client Advisor – Family Office; CASA
Company: Stonehage Fleming
Location: Johannesburg, South Africa
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