Junior Client Relationship Manager - Zurich

Job content

Description

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.

The position reports to the local Head of Family Office (FO) in Zurich. This role involves close and

regular interaction with external clients and business contacts as well as all members of the FO Client

Support Service teams, Banking and Compliance departments, and senior Directors/Managers in the

Client Relationship Management Team.

Key Responsibilities

OVERALL PURPOSE

The role entails developing and managing client relationships by providing professional advice and

support as well as expert high-level administration.

The role also entails assisting senior Director and Partner level Relationship Managers in relation to

ongoing administration of client affairs and business development.

Principal Elements & Accountabilities

• Build and maintain long term relationships with clients which includes all forms of
  
  

contact/communication with clients and their advisers

• Advise clients on all Stonehage Fleming Group offerings, e.g. family office services, offshore
  
  

corporate and trust structuring, tax and estate planning, investment management etc.

• Develop and maintain relationships with internal departments/business divisions of the Group to
  
  

effectively manage the clients’ affairs, including compliance, legal, trust, accounting, investments,

treasury & banking, philanthropy and property 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

• Ensure all transactions pertaining to the management of the clients’ affairs are executed timely,
  
  

efficiently and accounted for correctly

• Provide full administrative support to FOCSS on allocated clients, including but not limited to the
  
  

preparation of banking, investment, formation and termination forms, internal and external

reports, instructing payments, monitor debtors, periodic risk review and obtain compliance when

necessary

• Assist Managers/Directors in preparation of expert reporting packs for client meetings, which
  
  

require a thorough knowledge of the client and excellent financial analytical skills

Stonehage Fleming denotes that a company is a member of the Stonehage Fleming Family and Partners Group. This bulletin has been prepared for information only and is not intended for onward distribution. It is neither an offer to sell, nor a

solicitation to buy, any investments or services. This bulletin does not constitute a personal recommendation and does not take into account the individual financial circumstances, needs or objectives of the recipients. There is no representation or

warranty as to the accuracy of, nor liability for, decisions based on such information. It has been approved for issue by Stonehage Fleming Investment Management Limited and Stonehage Fleming Advisory Limited, both members of the Stonehage

Fleming Family & Partners Group of companies and authorised and regulated by the Financial Conduct Authority. Regulated by the Jersey Financial Services Commission. This brochure is issued in South Africa by Stonehage Investment Partners LLP,

an authorised Financial Services Provider.

• Assist and support the FO team on day-to-day operational running of large clients of the Group
• Such other duties as the management may from time to time reasonably require, including those
  
  

relating to internal business operational responsibilities

Qualifications And Experience

 Educated to degree level

 Professional qualification preferred (Master’s degree in Finance, Chartered Financial Analyst,

Chartered Accountant or equivalent)

 At least 3 years relevant post-qualification experience

Skills, Competencies And Behaviours

 Pro-activity and ability to work independently with little guidance.

 Multi-horizon experience / international background.

 Fluent first language level English. German, French or Italian - a plus.

 Technical or practical knowledge of Family Office and Fiduciary services – a plus.

 Good Microsoft Office skills.

 Excellent interpersonal and communication skills with the ability and maturity to deal effectively

with all levels of staff and management within the Group, third party professionals as well as very

demanding clients

 Strong client care and service orientation, delivers excellent client service

 Maintains client relations and actively seeks new business opportunities

 Shares information and knowledge in a collaborative manner

 Demonstrates flexibility in the working environment

 Is organized and works well even under pressure

 Takes responsibility for tasks and sees them through to completion

 Risk oriented mind-set, sharp analytical mind, good numeracy skills and a strong commercial

awareness

 Preference will be given to candidates who hold a Swiss or EU passport

 Preference will be given to those candidates who have had such experience in recent years in a

business that operates in an international environment

This job description is a guide to the principal, current duties of the job. It does not form part

of the contract of employment / secondment.

Education Level Degree or Equivalent

Experience Level Mid Level