Vacancies

Financial Wealth Manager

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.

THE ROLE

As Financial Wealth Manager, you will act as a central coordination point across a client’s financial affairs, including:

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

You will be responsible for keeping multiple workstreams moving, ensuring actions are completed, deadlines are met and clients receive a highly professional and coordinated service.

WHAT WE’RE LOOKING FOR

BCom Accounting or equivalent relevant financial/accounting qualification
Strong practical accounting knowledge
Ability to interpret financial statements
Practical knowledge of South African individual, company and trust taxation
Experience managing multiple complex financial and administrative workstreams
Excellent organisation, coordination and attention to detail
Strong client and stakeholder management skills
Ability to take ownership and drive matters through to completion

THE PERSON WE’RE LOOKING FOR

You are proactive, highly organised, resilient and accountable.
You are comfortable working in a fast-paced environment where numerous client matters, deadlines and stakeholders need to be managed simultaneously.
You don’t simply identify what needs to be done — you take ownership, follow up, coordinate and make sure it gets done.
You can work confidently with clients and professional advisers while maintaining exceptional discretion, accuracy and professionalism.