Junior Client Relationship Manager

 

Recruiter:

CA Financial Appointments

Job Ref:

53010

Date posted:

Thursday, April 28, 2022

Location:

Cape Town, South Africa

Salary:

R500k - 600k per year


SUMMARY:
I have an exciting opportunity to join my client in the Wealth Management space for a newly qualifie

JOB DESCRIPTION:

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

 

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