Client Relationship Manager

Client Relationship Manager

Stonehage Fleming is one of the world's leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people.

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.

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.

• 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

• 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

• Excellent communication skills, including an ability to explain data and information in a clear and concise manner to…