About the position
Investment Client Relationship Manager - CA(SA) Headline: Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply For a confidential discussion please contact Claudette Du Preez 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.
Area: Cape Town CBD (hybrid)
Salary: Market related
Are you a rare CA(SA) who combines sharp analytical skills with a natural flair for building relationships?
You're a qualified CA(SA) with 1-2 years of post-articles experience, eager to grow your expertise in advising Ultra High Net Worth individuals and their families. You have strong project management skills, can handle multiple tasks efficiently, and have sharp analytical abilities. You're driven by delivering excellence and ensuring that every client receives the highest standard of service. With a high level of professionalism, you're discreet, client-oriented, and skilled at building long-term relationships. Your communication skills are top-notch, and you thrive in a team environment while maintaining autonomy in your responsibilities.
In this role, you'll be part of a dynamic team supporting experienced Directors in the Family Office division. You'll help manage financial affairs for Ultra High Net Worth families, building trusted relationships as their primary point of contact over time. You'll prepare and analyse reports, participate in client meetings, and oversee trust and company structures. You'll liaise with third-party service providers, manage cash flows, and assist with foreign exchange and investment transactions. This is a role that promises variety, responsibility, and the opportunity to grow your client management expertise while working closely with a highly experienced advisory team.
Our client is a leading global wealth management company that prides itself on its ability to deliver personalised services to Ultra High Net Worth families. With a rich history spanning decades, they've earned a reputation for excellence in managing clients' financial, legal, and lifestyle affairs. The culture is collaborative and professional, focused on delivering the highest standards of client service while fostering an environment where employees are encouraged to grow and thrive. You'll be based in beautiful offices in Cape Town CBD with the option to work hybrid after your probation period.
You need to be a qualified CA(SA) ideally with 1-2 years of post-articles experience. A strong grasp of financial accounts, project management, and analytical skills are essential, along with knowledge of corporate and trust structuring. You're proficient in Microsoft Office and have a foundational understanding of financial markets and investment management. Only candidates currently residing in Cape Town can be considered.
In return, you'll be part of a prestigious firm that values its employees and invests in their long-term development. You'll work in a professional yet supportive environment with a competitive market-related salary. The team is fun and driven and do a lot to support one another. This is your chance to grow your career while making a meaningful impact on the financial management of Ultra High Net Worth clients.
Desired Skills:
- chartered accountant
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level & Accreditations:
- Honours
- South African Institute of Chartered Accountant
