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

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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