Client Relationship Manager CA(SA)

About the position

Client Relationship Manager CA (SA)
Cape Town or Johannesburg
Market related
Headline
Own the relationships that power multi-asset portfolios for sophisticated private clients.

Is this you?
You thrive on building trusted relationships with high-net-worth clients, communicate clearly (in writing and in person), and bring rigorous attention to detail. Organised and proactive, you juggle deadlines, think ahead, and take ownership with a positive, solutions-focused mindset. You're collaborative, support team goals across geographies, and can translate technical investment concepts into plain English.

What you'll be doing (and why you'll enjoy it)
You'll manage and grow an existing book of onshore and offshore multi-asset portfolios, maintaining a deep understanding of each client's needs and activity. Expect regular, high-quality client contact; coordinating seamless take-ons, drafting and overseeing implementation plans and delivering timely, exceptional service. You'll contribute to new business targets, attend and contribute to investment committee meetings, analyse client affairs, and ensure procedures and regulatory requirements are met across relevant jurisdictions, playing an active role in the broader investment process.

Where you'll be doing it
With a global investment management team spanning South Africa and the UK, our client is a respected international wealth partner to sophisticated private clients and families. You'll join a high-performance, values-driven environment that prizes collaboration, client excellence and disciplined portfolio management, offering meaningful exposure to global markets and cross-border work.

What you'll need
You need to be a Chartered Accountant CA(SA) (CFA Charterholder preferred), FAIS representative status, and 5+ years in a similar private-client investment role. You'll bring strong investment knowledge across economies, markets, asset classes and portfolio construction, hands-on experience managing onshore/offshore multi-asset portfolios, working knowledge of SA and offshore tax/compliance, proven new-business capability and outstanding interpersonal skills. You also need to be fluent in English and Afrikaans.

What you'll get
A platform to deepen client relationships, shape investment outcomes, contribute to strategy, and develop within a global, growth-minded team. Competitive remuneration with compelling long-term career prospects.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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.

Desired Skills:

• Client Relationship Management
• Relationship building

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level & Accreditations:

• Honours
• South African Institute of Chartered Accountant