Client Accountant (Wealth Management) (Cape Town)
Location: Cape Town, CBD
Salary: Market related
Have you completed your articles and keen to grow within financial services?
Is this you?
You’ve completed you’re SAIPA/ SAICA articles and you’ve gained experience in financial services or audited financial services. You’re adept at managing deadlines and you want to elevate your career within the world of investments while still applying your accounting background.
What you’ll be doing (and why you’ll enjoy it)
In this role, you’ll be responsible for maintaining accounting records and producing accurate financial statements for offshore and local trusts and companies. You’ll collaborate closely with team members in both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying payment requirements to providing support for investment reporting and client meetings, your role will be varied and rewarding.
Where you’ll be doing it
You’ll be joining a prestigious financial services firm with an international presence, specializing in wealth and investment management. With a commitment to excellence and a culture of collaboration, they provide unparalleled opportunities for professional growth and development. You’ll be based in professional offices in Cape Town CBD.
What you’ll need
To be successful in this role, you need to have a completed degree in Accounting with either SAIPA or SAICA articles completed. Experience in financial services is essential and exposure to trust structures, is highly advantageous. Strong technical skills in Caseware, Xero, and Microsoft Office are ideal.
What you’ll get
You’ll get a market-related salary as well as an opportunity to join a well-established wealth manager who can offer exposure within the industry by working with the world’s leading families and wealth creators. Additionally, you will also get the opportunity to work in the comfort of your home two days per week.
How to apply
For a confidential discussion please contact Nadine on (021) 035 1433 or send your CV to n.layman@thetalentexperts.co.za
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.
Please note: This position is for 2025. While our team is currently on a well-deserved break over the holiday season, we will review all applications as soon as we return. Rest assured, we’ll get back to you promptly once operations resume. Thank you for your patience and understanding, and we wish you a joyful festive season!
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