Client Relationship Manager

Recruiter:

CA Financial Appointments

Job Ref:

53124

Date posted:

Thursday, May 26, 2022

Location:

Cape Town, South Africa

Salary:

R0 per year

JOB SUMMARY:
Are you a qualified CA(SA) or Lawyer with relevant Wealth Management / Financial Services experience

JOB DESCRIPTION:

Responsibilities:

Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers
Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients' affairs
Support the business development/marketing efforts of the Group
Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients' affairs
Run clients' affairs including preparing meeting documents, analysing performance of investments, valuing investments;analysing costs
Ensure all transactions pertaining to the management of the clients' affairs are executed timely, efficiently and accounted for correctly
Obtain in-depth knowledge of our clients, their businessesand the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures
Approve payments, cash management, forex transactions
Review financial statements of client entities
Renegotiate existing loans with banks, negotiate new loans with banks
Review contracts between client entities and third parties
Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary
Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained
Such other duties as may reasonably be required by the management from time to time

QUALIFICATIONS AND EXPERIENCE

Relevant professional Finance Services Industry Experience (Minimum of 5 years)
Relevant Professional qualification (Chartered Accountant or Qualified Lawyer)
Technical application and understanding of Fiduciary Relationships

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.

Similar jobs you might be interested in:

Client Relationship Coordinator
Location: Newlands
Salary:
Are you currently interacting with high-end clients, managing incoming enquiries?Our client based in Newlands, Southern Suburbs requires a English and Afrikaans confident, mature individual who conducts the right attitude to draw in ongoing client relationships within the financial / investments sector setting up appointments for Management.
7 days ago

Client Relationship Coordinator
Location: Capetown
Salary: Market-related
client relationship Coordinator Drive high-quality client engagements and convert warm inbound leads into booked consultations Newlands, Cape Town | R15 000 basic + strong commission (current performers earning 30k+ per month)
50 days ago

Telesales - Automotive Parts (Ottery)
Location: Cape Town
Salary: 6000 Monthly
Reputable company in the Automotive industry is looking for a suitably experienced parts, Telesales agent to join their team in Ottery, Western Cape.Qualifications and or ExperienceMatricSales and or Marketing certificate/diploma and or relevant experienceMinimum of 2 years’ experience in Automotive Parts (Non-Negotiable)Experienced with a number of systemsExtensive knowledge of vehicle part...
Today

Senior Technician
Location: Cape Town
Salary:
A Vacancy exists for 2x Senior Technicians in the Technical Division based in Cape Town. The suitable candidate’s main responsibilities and duties include, but are not limited to, the following:
Today

Commodities Account Manager
Location: Cape Town
Salary:
ð Cape Town | Hybrid | Permanentð° Market-related salary + commission, depending on experience Drive growth. Build relationships. Own the sales journey. We are recruiting on behalf of a leading technology solutions provider for an experienced Commodities Account manager to join their Cape Town team. This role is ideal for a commercially driven sales professional who enjoys managing ...
1 day ago

Service Technician
Location: Cape Town
Salary: Monthly
NEW VACANCY!!!Our client in the Chemical industry has a new position as a Service Technician based in Cape Town
1 day ago

Regional Account Manager (Western Cape)
Location: Cape Town
Salary:
1 day ago

Regional Account Manager (George/Garden Route)
Location: Cape Town
Salary:
1 day ago

Technical Sales Representative
Location: Cape Town
Salary:
Do you have a passion for technical sales and a knack for building lasting client relationships?We're on the lookout for a proactive and customer-focused Technical Sales Representative to represent our client, a leading player in the glass and aluminium market.You'll be responsible for promoting a high-quality product range, identifying new business opportunities, and delivering tailored solutions...
2 days ago

Sales Consultant (Hygiene)
Location: Cape Town
Salary:
Job Title: Sales Consultant – HygieneLocation: Milnerton - Western Cape Industry: Hygiene Services / Facilitation Type: Full-Time / Environment: High-performance, people-centric, client-driven About the Role Our client is seeking a target-driven and dynamic Hygiene Sales Consultant to join their team based in Milnerton (Western Cape). This permanent positi...
5 days ago

Client Relationship Manager

Similar jobs you might be interested in:

Create a free job alert for Client Relationship Manager in Cape Town