Client Relationship Manager

WORKING RELATIONSHIPS The Client Relationship Manager (the “CRM”) reports to a Director or the Head of Family Office, Isle of Man (“SFIOM”).   They will build relationships with internal and external stakeholders in multiple jurisdictions. This role will involve close and regular interaction with Trustees and Relationship Directors / Managers, Accountants within the Family Office department and the other departments.  OVERALL PURPOSE The CRM will be accountable for a number of key client relationships; they will grow long-term relationships with their clients and will have a specific business development target for the introduction of new clients, ensuring excellent service, profitability and growth.  You will be primarily responsible for the provision of an efficient, professional administrative support service to the Trustee and Relationship Directors/Managers on formation and ongoing administration of Trusts and Companies.  PRINCIPAL ELEMENTS AND ACCOUNTABILITIES •    Responsible for the day-to-day management of a number of key FOIOM client relationships•    A key focus on maintaining, servicing and enhancing relationship with the underlying clients and the executive team at their family office.  This includes, but is not limited to, leading meeting with clients and interested parties, providing information to clients and/or colleagues, answering queries and providing updates. Responding in a timely and professional manner is essential  •    Deepening of relationship and service offerings to existing clients•    Actively engage in business development activities to grow AUM from existing and new clients•    Identify and promote cross selling opportunities across the Stonehage Fleming Group Deliver new business from existing and new clients as per your annual AUM and/or revenue targets set as part of the annual budget process •    Maintain up to date records of all new business activities via the dedicated pipeline system to enable accurate and timely MI reporting•    Provide technical assistance, ensuring deadlines are met, coaching and mentoring members of staff, ensuring productivity and client services is of the highest level•    Manage and maintain an awareness of the workflow within your client portfolio and as necessary provide guidance on prioritising to junior members of the team•    Liaising with clients and intermediaries in relation to a variety of transactions, preparation of relevant transactional documentation, including minutes, resolutions and agreements etc. •    Recognise and contribute to the mitigation of risk, adhere to risk and associated compliance procedures in relation to regulatory requirements and AML legislation •    Demonstrate technical knowledge and understanding of transactions demonstrating commercial acumen•    Manage, oversee and or participate in ad-hoc projects as required  QUALIFICATIONS AND EXPERIENCE •    Proven experience in trust and company administration, with excellent technical skills•    Proven experience in managing UHNW/HNW clients, particularly South African dual nationals.•    Proven ability in identifying and meeting client requirements•    Good understanding of South African Tax as well as proven experience covering South African Tax guidelines. •    Good knowledge and understanding of UK tax as it applies to UK and offshore trusts, and UK resident individuals•    Good knowledge of corporate and trust structuring and the principles of corporate governance in a family setting•    A background in financial services and a good understanding of the requirements of operating within a regulated framework•    A minimum of 15 years’ experience in the financial services industry COMPETENCIES, SKILLS AND BEHAVIOURS •    Excellent communication skills, including an ability to explain data and information in a clear and concise manner to clients, third parties and colleagues across the business •    Ability to produce complex and detailed information ensuring clients and other stake holders understand the data provided•    Solution focused; Self-motivated to achieve goals to improve own and company performance•    Ability to change focus quickly to meet changing demands and manage the transition from task to task effectively•    Making decisions based on a clear understanding of issues, relevant views and opinions, and an objective analysis of facts•    Living our values and principles •    Strong interpersonal skills - good at building positive and constructive relationships•    Ambassador for the business, a role model who supportive of others in the team•    Provide guidance and coaching to more junior members of client service teams as required•    Ability to work as a member of their immediate team or a wider team across different jurisdictions•    Be highly organised with a systematic work method and good attention to detail