Investment Client Relationship Manager CA(SA)
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Opportunity
Are you a rare CA(SA) who combines sharp analytical skills with a natural flair for building relationships
Is this you
Youre a qualified CA(SA) with 12 years of post-articles experience eager to grow your expertise in advising Ultra High Net Worth individuals and their families. You have strong project management skills can handle multiple tasks efficiently and have sharp analytical abilities. Youre driven by delivering excellence and ensuring that every client receives the highest standard of service. With a high level of professionalism youre discreet client-oriented and skilled at building long-term relationships. Your communication skills are top-notch and you thrive in a team environment while maintaining autonomy in your responsibilities.
What youll be doing (and why youll enjoy it)
In this role youll be part of a dynamic team supporting experienced Directors in the Family Office division. Youll help manage financial affairs for Ultra High Net Worth families building trusted relationships as their primary point of contact over time. Youll prepare and analyse reports participate in client meetings and oversee trust and company structures. Youll liaise with third-party service providers manage cash flows and assist with foreign exchange and investment transactions. This is a role that promises variety responsibility and the opportunity to grow your client management expertise while working closely with a highly experienced advisory team.
Where youll be doing it
Our client is a leading global wealth management company that prides itself on its ability to deliver personalised services to Ultra High Net Worth families. With a rich history spanning decades theyve earned a reputation for excellence in managing clients financial legal and lifestyle affairs. The culture is collaborative and professional focused on delivering the highest standards of client service while fostering an environment where employees are encouraged to grow and thrive. Youll be based in beautiful offices in Stellenbosch Cape Town with the option to work hybrid after your probation period.
What youll need
You need to be a qualified CA(SA) ideally with 12 years of post-articles experience. A strong grasp of financial accounts project management and analytical skills are essential along with knowledge of corporate and trust structuring. Youre proficient in Microsoft Office and have a foundational understanding of financial markets and investment management.
What youll get
In return youll be part of a prestigious firm that values its employees and invests in their long-term development. Youll work in a professional yet supportive environment with a competitive market-related salary. The team is fun and driven and do a lot to support one another. This is your chance to grow your career while making a meaningful impact on the financial management of Ultra High Net Worth clients.
How to apply
For a confidential discussion please contact Roxanne Battistoni on or send your CV to -
we appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
