Junior Relationship Manager CA(SA)
CF Consulting
Cape Town, Western Cape, ZA
11h ago

Junior Relationship Manager

We are in search of a recently qualified CA(SA) to join a Private Wealth & Investment Company with a Global footprint.

The position will be based at our client’s Cape Town offices. The successful incumbent will work closely with a team of Specialised Investment Advisors locally, as well as with other service areas, within the organization.

This role calls for the following expertise and qualifications :

  • Com, B.BusSci or related degree
  • Chartered Accountant with 0-3 years post articles experience
  • Excellent communication skills in both English & Afrikaans
  • Some of the skills that we are looking for :

    Basic understanding of financial markets and investment management.

    Basic understanding of trust and corporate structuring, and the principles of corporate governance.

    Sound understanding of financial accounts gained through practical experience.

    Project Management Skills : The ability to manage numerous projects simultaneously.

    Sharp analytical skills and a strong commercial awareness

    Proficiency in Microsoft Office

    As a Junior Relationship Manager, you will be required to carry out the following functions :

  • Building and maintaining long-term business relationships with clients in to become the first point of client contact over time.
  • 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 external service providers and with various business contacts, including banks, investment houses, solicitors, and property managers.
  • 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.
  • We welcome all applications from candidates that meet the above set requirements. Kindly regard your application as unsuccessful should you not hear from us within 7 days from the date of application.

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