UHNW Investment Relations Manager (Hybrid)

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

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.