Current jobs related to Onshore Client Relationship Manager - Cape Town, Western Cape - Carrick Wealth


  • Cape Town, Western Cape, South Africa Carrick Wealth Full time R250 000 - R400 000 per year

    Carrick has an exciting opportunity to join our team as an Onshore Client Relationship Manager.Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.Job Role Overview:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase...


  • Cape Town, Western Cape, South Africa Carrick Wealth Full time R60 000 - R120 000 per year

    About CarrickCarrick is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. We are guided by our passion to set new benchmarks and standards in the industry, and are focused on providing a client experience that...


  • Cape Town, Western Cape, South Africa Exclusively Remote Full time R250 000 - R500 000 per year

    Account Manager (Client Relations Department)We are seeking a dedicated and proactive Account Manager to join our dynamic team and contribute to our team's  ongoing success. In this role, you will specialize in payroll and HR solutions, playing a vital part in nurturing and maintaining relationships with our valued clients to ensure their satisfaction and...


  • Cape Town, Western Cape, South Africa Independent Resourcing Consultancy Full time R900 000 - R1 200 000 per year

    Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

  • Client Accountant

    1 week ago


    Cape Town, Western Cape, South Africa Stonehage Fleming Full time R420 000 - R840 000 per year

    OVERALL PURPOSE AND WORKING RELATIONSHIPSThe role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and producing timely and accurate financial statements for onshore trusts and companies, therefore requiring close and regular interaction and collaboration...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time R15 000 - R36 000 per year

    Client Relationship Coordinator Drive high-quality client engagements and convert warm inbound leads into booked consultations Newlands, Cape Town | R15 000 basic + strong commission (current performers earning 30k+ per month) About Our Client Our client is a reputable and fast-growing wealth advisory business offering personalised investment and financial...


  • Cape Town, Western Cape, South Africa Time Personnel Full time R200 000 - R400 000 per year

    Job OverviewApplication Deadline: 27 December 2025Job Location: Cape Town, Western CapeJob Title: Client Relationship CoordinatorEducation Level: High School / MatricJob Level: IntermediateMinimum Experience: 1 - 3 YearsClient Relationship Coordinator required in Cape Town.Are you looking to join a well-established National Investment company where you can...

  • Client Accountant

    1 week ago


    Cape Town, Western Cape, South Africa Stonehagefleming HR Full time R350 000 - R550 000 per year

    OVERALL PURPOSE AND WORKING RELATIONSHIPS The role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and producing timely and accurate financial statements for onshore trusts and companies, therefore requiring close and regular interaction and...


  • Cape Town, Western Cape, South Africa ad284d0a-ace3-4b20-ae16-7029cc50b6c8 Full time R40 000 - R70 000 per year

    Client Relationship Co-ordinator (B2B Sales/Professional Training /Coaching)Our client is part of the Mentally Fit Global Institute, an international coaching organisation operating in over 25 countries. They empower leaders, teams, and organisations to optimise their energy, mindset, and performance through science-based coaching and experiential learning....

  • Client Accountant

    1 week ago


    Cape Town, Western Cape, South Africa Stonehagefleming HR Full time R350 000 - R650 000 per year

    OVERALL PURPOSE AND WORKING RELATIONSHIPSThe role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and producing timely and accurate financial statements for offshore trusts and companies, therefore requiring close and regular interaction and...

Onshore Client Relationship Manager

2 weeks ago


Cape Town, Western Cape, South Africa Carrick Wealth Full time R90 000 - R120 000 per year

Carrick has an exciting opportunity to join our team as an Onshore Client Relationship Manager.

Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.

Job Role Overview:

Communicate with relevant product providers to request required information
Complete client onboarding
Completing FICA verification process
Uploading and submission of documents on internal platform
Manage and execute on various client projects
Implementing transactions for new and existing clients by interacting with the wealth manager
and administrator
Ensure clients are updated on events and transactions
Maintaining good record keeping
Drafting and sending correspondence to clients and external providers
Ensuring that client files and transactions are fully compliant
Resolving adhoc client queries
Client Centric orientation
Uploading and submission of documents on internal platform
Manage acute on various client projects for new and existing clients by interacting with the wealth
manager and administrator
Ensure clients are updated on events and transactions
Maintaining good record keeping
Drafting and sending correspondence to clients and external providers
Ensure files and transactions are fully compliant
Resolving adhoc client queries

Education Requirements:

* Senior Certificate (Matric)
* Regulatory Exam 5 (RE5)

Skills Requirements:
* Understanding of the financial planning process
* High level of financial industry technical knowledge
* Fully computer literate
* Excellent communication skills (verbal and written)
* Ability to manage own time and workload effectively