New role.
Hugely expanding business.
R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client’s is a multi-family office born out of the trusted relationship between their founders and their founding client families. They actively nurture and maintain a healthy wealth preservation ecosystem for a select client base with complementary assets and ambitions. They place great importance on partner selection and their management team actively facilitates their clients’ every need with attentive, considered service. They call this Generational Wealth Curation. They only work with the top 5% in SA.
Their everyday excellence:
- Swift, meticulous execution and clear outcomes of daily services are the bedrock of a healthy long-term relationship.
- Client list is selective, and relationships long-term and deeply personal.
- They believe that to be successful, they should be extensions of the families that trust them. Always available, totally discrete, and completely trusted.
Their Advantages
- Increased opportunity via a collaborative and secure environment, select, matched clients benefit from a cross-pollination of ideas and opportunities for co-investment locally and importantly globally where two founders are based.
Strong foundations for a new world:
- They enjoy the advantage of founding clients with a demonstrated track record of value creation who are active in developing their legacies over generations. These clients are global UHNW clients.
Agile, unencumbered, bespoke solutions:
- Their open architecture ensures they are not bound via incentives to any single service provider, creating the dual benefit of exposure to a diversity of world-class inputs, whilst reducing inefficiencies by centralising service delivery. Headquartered in Switzerland, they leverage technologies to offer best-in-class, stable, secure, and discreet wealth management services for a global audience.
Their Services
- To curate and maintain a healthy ecosystem
- Combined Client Network – Increased Resource Pool –Partner Services – Increased Client Opportunity
They now seek a Relationship Manager – under 38 who is a CA(SA)/CFP/CFA – to join their team. you are well presented; articulate; confidential and confident but not salesy – and smart but humble and keen to learn and grow and see this as the best opportunity going You have relevant skills and want to work at a firm where you are important, relevant and counted. You will also report in to Switzerland. You will be keen to work here as you will be joining in the fairly new stage in their journey – but not to worry re them being a new firm they have worked in the industry for many years and they have worked with their ‘backers’ as clients for even more, so very secure business. This role is as a result of the growth they are seeing – banks want to buy them – etc – it’s a very hot ticket. Discrete but not inflexible and or stuffy.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to network professional connections in this very discreet and skilled client base; multi-jurisdictional and multi banked families and clients; you will be provided clients;
- You will be required to maintain appropriate skills and knowledge in order to provide specialist, professional advice; albeit that the investment decisions are outsourced but managed;
- You will be required to be client-focused, with a desire and ability to communicate frequently with clients regarding their investments and performances;
- You will be required to conduct periodic reviews with individual clients as agreed with the client.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You are a committed, driven, results orientated individual who can build a relationship of trust both with existing and potential clients as well as referral networks; you understand the wealth management business and client centricity. You don’t have to have a book, but you must be exceptional and qualified;
- You have the ability to leverage this relationship of trust to achieve set annual targets for new business;
- You are technically excellent, well trained and up to date in order to deliver results;
- You are well-presented and eloquent. The company’s wealth managers are a cut above in all respects;
- You have the desire to always make a supreme effort in all aspects of how they treat their valued clients.