Junior Client Relationship Manager

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.