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


JOB 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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