Financial Wealth Manager

CFA Institute; Sandton; On-site; ZAR 800,000 - 1,100,000; Full time

Job summary

The CFA Institute is seeking a Financial Wealth Manager in South Africa to take ownership of coordinating and managing complex financial affairs for high-net-worth individuals and families. This hands-on role demands strong accounting, taxation and wealth management expertise, with excellent organisation and attention to detail.

Responsibilities include financial reporting, taxation for individuals/companies/trusts, estate planning, cross-border matters and client administration, working with

Responsibilities

• Accounting and financial reporting
• Individual, company and trust taxation
• Companies, trusts and other legal structures
• Banking and treasury matters
• Investments and wealth management
• Estate and succession planning
• Cross-border financial and tax matters
• External accountants, attorneys, tax advisers, bankers and other professional service providers
• Client administration, workflows, deadlines and deliverables

Skills

Accounting

Financial reporting

Tax planning

Job description

Financial Wealth Manager to take ownership of the coordination and management of complex financial affairs for high-net-worth individuals and families.

This is a hands-on, technically demanding and administratively intensive role suited to someone who combines strong accounting and financial knowledge with exceptional organisation, attention to detail and follow-through.

• Accounting and financial reporting
• Individual, company and trust taxation
• Companies, trusts and other legal structures
• Banking and treasury matters
• Investments and wealth management
• Estate and succession planning
• Cross-border financial and tax matters
• External accountants, attorneys, tax advisers, bankers and other professional service providers
• Client administration, workflows, deadlines and deliverables