Junior Client Relationship Manager

I have an exciting opportunity to join my client in the Wealth Management space for a newly qualified CA(SA) with up to 3 years post articles experience in the industry.  This is a hybrid opportunity with excellent benefits.

Responsibilities:

• Review of Accounts prepared by the Financial Accountants
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Building and maintaining long term business relationships with clients in order to become first point of contact
• Preparation and analysis of presentations, packs and reports
• Liaising with 3rd party service providers and various business contacts including banks, investment houses, solicitors and property managers / estate agents
• Assistance with client banking and foreign exchange transactions

Requirements:

• BCom, BBusSci or related degree
• CA(SA) with 0-3 years post articles experience

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles