Investment Client Relationship Manager CA(SA)

The Talent Experts; Cape Town; Hybrid; ZAR 800 000 - 1 200 000; Full time

Job summary

A leading global wealth management firm based in Cape Town seeks a qualified CA(SA) with 12 years of experience. The role involves managing financial affairs for Ultra High Net Worth individuals, requiring sharp analytical skills and strong project management. This offers growth in client management and a supportive team environment with a competitive salary. Hybrid working options available after the probation period.

Benefits

Competitive market-related salary

Supportive team environment

Opportunities for long-term development

Qualifications

• Strong grasp of financial accounts and project management skills.
• Knowledge of corporate and trust structuring is essential.
• Foundational understanding of financial markets and investment management.

Responsibilities

• Manage financial affairs for Ultra High Net Worth families.
• Prepare and analyze reports, participate in client meetings.
• Liaise with third-party service providers and manage cash flows.

Skills

Business Development

Sales Experience

Wealth Management

Relationship Management

Financial Services

Analytical Skills

Education

Qualified CA(SA)

12 years of post-articles experience

Tools

Microsoft Office

Job description

The Opportunity

Are you a rare CA(SA) who combines sharp analytical skills with a natural flair for building relationships?

Is this you?

You’re a qualified CA(SA) with 12 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.

What you'll be doing (and why you'll enjoy it)

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.

Where you'll be doing it

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 Stellenbosch Cape Town with the option to work hybrid after your probation period.

What you'll need

You need to be a qualified CA(SA) ideally with 12 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.

What you'll get

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 does 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.

How to apply

For a confidential discussion please contact Roxanne Battistoni on or send your CV to -

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.

Key Skills

• Business Development
• Sales Experience
• Loyalty Marketing
• Portfolio Management
• Wealth Management
• Financial Services
• Algebra
• Territory Management
• Banking
• Relationship Management
• Customer relationship management
• Geometry