Junior Client Relationship Manager

Recruiter:

CA Financial Appointments

Job Ref:

53384

Date posted:

Saturday, September 10, 2022

Location:

Morningside Manor, South Africa

Salary:

R0 per year

SUMMARY:
An exciting opportunity exists for an AA CA(SA) as a Junior Client Relationship Manager based in Gau

JOB DESCRIPTION:

An exciting opportunity exists for an AA CA(SA) as a Junior Client Relationship Manager based in Gauteng.

Responsibilities

To be part of a two person Relationship Management team on each client primarily supporting more experienced Relationship Managers
Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
Preparation and analysis of Family Office presentations, packs and reports
Regular Client meetings along with pre-meeting preparation and post- meeting follow up
Structuring of trusts and companies and take-on of existing entities
Liaising with 3rd party service providers and with various business contacts, including banks,
investment houses, solicitors and property managers/estate agents
Review of financial accounts prepared by accountants
Assistance with client banking and foreign exchange transactions
Setup and review of client investment portfolios in conjunction with the Investment Team
Requesting execution of investments and related follow up
Review of individual, company and trust tax returns
Management of cash balances, payments and receipts
Proactively addressing ad hoc client requests
Any other ad-hoc duties which may be required from time to time

Requirements:

CA(SA) + 2 years PQE
A proficiency in Microsoft Office
Project Management Skills : The ability to manage numerous projects simultaneously
Sharp analytical skills and a strong commercial awareness
A sound understanding of financial accounts gained through practical experience
A basic understanding of financial markets and investment management
A basic understanding of trust and corporate structuring, and the principles of corporate

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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

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Junior Client Relationship Manager

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