Client Relationship Management Assistant - Cape Town
Stonehage Fleming
Cape Town
1d ago


The role forms part of the Relationship Management function in the Family Office department where you will be providing administrative support to the relationship team.

The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced.

This position is based in the Cape Town Office.

This role reports to the head of the family office team in Cape Town. The role involves close and regular interaction with members of the Relationship Management, Investment Management, Client Reporting, Business Systems Support, Finance, Treasury & Markets and Compliance departments, as well as colleagues within the greater Stonehage Fleming Group and numerous external business contacts such as Banks, Investment Management Companies, Custodians and outsourced service providers.

Key Responsibilities

  • Calendar managements for the FO Cape Town team
  • Inbox management where required
  • Preparation of Family Office presentations, packs and reports
  • Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, solicitors and property managers / estate agents
  • Requesting execution of investments and related follow up
  • 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
  • Supporting the marketing team on event administration and guest list management
  • Co-ordination of client gifts
  • To do list management for the team
  • Liaise with clients and business guests
  • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business
  • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information
  • Arrange meeting agendas
  • Liaise with clients and business guests
  • Manage projects and follow-up with team members where required
  • The above list of accountabilities is not exhaustive and the role will include ad hoc administrative duties at times.

  • Relevant diploma / degree; or
  • 2 4 years’ experience in a similar role
  • Proficiency in MS Office
  • Intermediate level of numeracy

  • Independent : Ability to self-manage;
  • Solution orientated;
  • Planning and organising : Ability to plan ahead and manage workload effectively. Ability to structure work logically and efficiently and execute it accordingly.
  • Teamwork; Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside immediate team
  • Communication skills : Communicates clearly and concisely, listens effectively, written communication is well presented, has the ability to deal with sophisticated clients
  • Accuracy, quality and productivity : Delivers work of a high standard that is accurate and error free; has the ability to review deliverables of team members to ensure accuracy and pay attention to detail
  • Problem solving and decision making : Must be proactive and take prompt action where necessary and see tasks through to completion.
  • Strong work ethic, must be a dynamic individual who is ambitious.
  • Education LevelDegree or EquivalentExperience LevelProven Relevant ExperienceBenefitsCompetitive Benefits Package

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