Assistant Relationship Manager

SUMMARY:
A multi-national wealth management company is searching for a business-minded finance candidate to join their team as an Assistant Relationship Manager in Cape Town.

POSITION INFO:

A multi-national wealth management company is searching for a business-minded finance candidate to join their team as an Assistant Relationship Manager in Cape Town.

Job Description:

The candidate will be assisting with managing the wealth of high-net-worth individuals.

This role works closely with the Relationship Manager to assist with business development, as well as the building and maintenance of relationships with clients and other stakeholders.

Other functions include, but are not limited to the following:

• The reviewing of financial accounts.
• Reviewing tax returns for companies, individuals and trusts.
• Administration of cash balances, payments and receipts.
• Assist with client banking and foreign exchange.
• Working with the Investment Teams to help set up and analyse client investment portfolios.

Minimum Requirements:

• Newly qualified Chartered Accountant
• OR
• BCom degree with 1 - 3 years post articles experience.

Benefits are negotiable.

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