1,603 Clients jobs in South Africa
Manager:Private Clients
Posted 9 days ago
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A leading professional services firm is seeking a skilled and client-focused Manager - Private Clients to oversee a diverse portfolio of private and family wealth structures. This role is ideal for a qualified professional who thrives on relationship management, strategic thinking, and delivering high-impact accounting and tax solutions.
About the company:
This well-established firm supports private clients throughout their wealth creation journey - from structuring and compliance to long-term legacy planning. With a strong reputation for technical excellence and a client-centric approach, they offer a collaborative and high-performance environment.
Role overview:
The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate tax compliance - all while mentoring a capable internal team.
Key responsibilities include:
- Managing a portfolio of private clients as the main point of contact
- Leading and reviewing accounting and tax engagements
- Presenting financial statements and insights to clients
- Overseeing tax compliance across various entity types
- Coordinating with internal departments to deliver integrated client service
- Liaising with SARS and supporting the implementation of tax structures
- Onboarding new clients and managing ongoing relationships
Candidate requirements:
- BCompt / BAcc Honours with PA(SA) or AGA(SA) designation
- 3-5 years' post-articles experience in a similar environment
- In-depth knowledge of tax legislation, trust structures, and accounting frameworks (including IFRS for SMEs)
- Proficiency in Caseware, GreatSoft, and Xero
- Strong client relationship skills and an ability to thrive under pressure
- Excellent organisational and communication abilities
What's on offer:
- A permanent leadership position within a trusted advisory firm
- Exposure to complex, high-value client work
- A collaborative, technically strong team environment
- A chance to shape long-term client outcomes and contribute strategically
If no response is received within two weeks of application, please consider the application unsuccessful. However, candidates are encouraged to stay connected for future opportunities.
Manager:private clients
Posted today
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Senior Business Development Executive, Corporate Clients
Posted 14 days ago
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About Euromonitor:
Euromonitor International leads the world in data analytics and research into markets, industries, economies and consumers. We provide truly global insight and data on thousands of products and services; we are the first destination for organisations seeking growth. With our guidance, our clients can make bold, strategic decisions with confidence.
About the role:
Senior Business Development Executive – Enterprise Corporate
Location: Cape Town, SA
This is a new Senior Business Development Executive role that is part of the sales team based in our Cape Town office that is responsible for selling to Enterprise Corporate organisations across the Sub-Sahara African region, with a major focus on South Africa.
You will be responsible for targeting new and existing Enterprise Corporate organisations across your territory. You will be a highly self-motivated sales professional, preferably with a proven track record for selling in the public sector arena and/or have experience in consultative, B2B sales.
You’ll have the tenacity, drive, commercial awareness and persuasiveness to find the right contact, understand the client’s issues, and match and apply the benefits in your solution. You will often need to involve several stakeholders, both internally, in different locations, and externally, across multiple departments of the target organisations. So strong networking and organisational skills as well as an understanding of Enterprise Corporate purchasing dynamics is important.
You’ll have quick learning attributes and ability to demonstrate strong sales process and strategies. This role is office based, with travel as required to meet clients across your market.
What you’ll be doing:
- Generate sales with new clients in your designated territory.
- Generate sales with existing clients by renewing their current subscriptions and by being a true partner to your clients, identifying new opportunities through relationship development.
- Identify key sponsors, influencers and decision makers at target institutions and ensure that you understand their roles and objectives, and that they understand the benefits and applications of using Euromonitor’s data and market research solutions.
- Create a sales plan on how to reach sales targets and ensure implementation of the plan.
- Research a strong prospect list.Take ownership of your personal sales targets, and own forecasting and account planning on a monthly/quarterly/annual basis.
- Develop and train your new clients so they know how to use their online database to ensure renewal and create upselling opportunities.
Qualities/Experience that you’ll possess:
- Revenue: Manage the entire sales process involved with selling web-based planning tools and custom research solutions to new clients (e.g. prospecting, territory management, meeting scheduling, product demonstrations, multi-stakeholder business case development, objection handling, contract negotiation, etc.). Demonstrate effectiveness by consistently hitting (and exceeding) monthly, quarterly and yearly revenue targets.
- Forecasting: Use consultative sales skills and effective time management/organizational skills to develop accurate monthly forecasts. Analyze quantitative (e.g. conversion rates, sales cycles, average price points, etc.) and qualitative (e.g. objections, competitive strategies, winning applications, etc.) market feedback to inform adjustments that ensure on, or above, target performance.
- Development: Take ownership of your performance and personal development by linking it to your goals, identifying obstacles and developing strategies to overcome them. Increase productivity by actively leveraging Euromonitor's training programs, supportive managers and diverse set of smart and interesting colleagues.
- Intellectual curiosity: Gain job satisfaction and improve industry expertise by using client interactions and associated preparation and follow-up to improve your understanding of international business dynamics and the research insights that create opportunities for success.
Skills / Proficiencies required:
- Bachelor’s degree required, MBA is valued.
- Formal training and education in consultative sales, marketing and economics is an advantage.
- Passion for education, international affairs, business economics and strategic planning.
- Goal-oriented, creative and self-motivated, quick-learner; excellent time management and follow-up skills.
Why work for Euromonitor?
Our Values:
We seek individuals who act withintegrity
We look for candidates who arecurious about the world
We feel that as a community, we’re strongertogether
We seek toenable people to feelempowered
We welcome candidates who bring strength indiversity
International: We have a multinational workforce and communicate daily across our 16 global offices.
Hardworking and Sociable: Our staff balance hard work with enjoyment, offering flexible hours and regular social events, including after-work meetups, summer and Christmas parties.
Committed to Making a Difference: Our Corporate Social Responsibility Programme provides two volunteering days annually; donation amounts for new starters and supports local and international charities through various initiatives.
Excellent Benefits: We offer competitive salaries, enhanced healthcare and pensions, generous holiday allowances, hybrid working, and flexible start and finish times.
Opportunities to Grow: We provide extensive training and development, promoting from within and across departments, and rewarding talent.
Equal Employment Opportunity: Euromonitor International does not discriminate based on race, colour, religion, sex, national origin, political affiliation, sexual orientation, gender identity, marital status, disability, genetic information, age, membership in an employee organization, or other non-merit factors.
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Business Development Manager – Institutional clients (Asset Management)
Posted 18 days ago
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Our client is a dynamic and reputable Boutique Asset Management Company that has consistently performed well over the past few years. By virtue of their AUM, they can be described as a mid-sized boutique manager with a very sound and stable investment team and a comprehensive product offering available to the Institutional market. They are now looking for an Affirmative action candidate who is skilled and experienced to take their good investment performance and product range to the institutional space in South Africa. To this endeavour, they are looking for a dynamic business development executive with experience in the SA institutional market.
Overview
To generate new business and achieve agreed sales targets for all investment services provided by the Asset Management Company and to retain existing clients through ongoing contact and support via regular report backs and client meetings.
Key Duties:
- Prospecting and identification of new business opportunities with particular emphasis on the Institutional market with the purpose of building the AUM of the Asset Management Company.
- Progress approved sales campaigns and produce appropriate reports on their status and success.
- Manage the progression of pipeline business opportunities and agreed business development programmes to ensure that the products and services meet client expectations, and that their requirements and solutions are properly documented.
- Analyse prospect and client databases to maximise new business opportunities.
- Develop close working relationships with key Institutional clients and intermediaries to ensure that the business potential of each is maximised and to exploit the opportunity for new business flows.
- Provide ongoing information and advice to clients about the Asset Management business services and products.
- Assist in the development of marketing plans to help create awareness and interest in the company’s Asset Management services and products.
- Maintain an awareness and understanding of industry, market and product developments to recommend appropriate strategies and business development campaigns.
Requirements:
- Tertiary qualification in Finance or Financial Markets, CFA ideally.
- An outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients.
- An ability to prospect for new business and identify opportunities to implement action in pursuit of business goals.
- An excellent working knowledge of the investment industry, investment management techniques, collective investment schemes, and the methods by which securities are traded and settled.
- An in-depth understanding of the professional needs of Institutional clients with regards to the Financial Markets and investment products.
- A good understanding of the benefits of investment companies and investment products and how they are administered.
- An ability to conduct effective presentations to both large and small audiences.
- Excellent communication skills both in the written and oral form, in an appropriate, concise, and accurate manner.
- Appropriate professional qualifications to meet local Regulatory requirements to promote Institutional Asset Management investment products and give information and advice on them.
To apply for this position please send your CV and supporting documentation to
#J-18808-LjbffrBusiness Development Manager - Institutional clients (Asset Management)
Posted today
Job Viewed
Job Description
Our client is a dynamic and reputable Boutique Asset Management Company that has consistently performed well over the past few years. By virtue of their AUM, they can be described as a mid-sized boutique manager with a very sound and stable investment team and a comprehensive product offering available to the Institutional market. They are now looking for an Affirmative action candidate who is skilled and experienced to take their good investment performance and product range to the institutional space in South Africa. To this endeavour, they are looking for a dynamic business development executive with experience in the SA institutional market.
Overview
To generate new business and achieve agreed sales targets for all investment services provided by the Asset Management Company and to retain existing clients through ongoing contact and support via regular report backs and client meetings.
Key Duties:
- Prospecting and identification of new business opportunities with particular emphasis on the Institutional market with the purpose of building the AUM of the Asset Management Company.
- Progress approved sales campaigns and produce appropriate reports on their status and success.
- Manage the progression of pipeline business opportunities and agreed business development programmes to ensure that the products and services meet client expectations, and that their requirements and solutions are properly documented.
- Analyse prospect and client databases to maximise new business opportunities.
- Develop close working relationships with key Institutional clients and intermediaries to ensure that the business potential of each is maximised and to exploit the opportunity for new business flows.
- Provide ongoing information and advice to clients about the Asset Management business services and products.
- Assist in the development of marketing plans to help create awareness and interest in the company’s Asset Management services and products.
- Maintain an awareness and understanding of industry, market and product developments to recommend appropriate strategies and business development campaigns.
Requirements:
- Tertiary qualification in Finance or Financial Markets, CFA ideally.
- An outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients.
- An ability to prospect for new business and identify opportunities to implement action in pursuit of business goals.
- An excellent working knowledge of the investment industry, investment management techniques, collective investment schemes, and the methods by which securities are traded and settled.
- An in-depth understanding of the professional needs of Institutional clients with regards to the Financial Markets and investment products.
- A good understanding of the benefits of investment companies and investment products and how they are administered.
- An ability to conduct effective presentations to both large and small audiences.
- Excellent communication skills both in the written and oral form, in an appropriate, concise, and accurate manner.
- Appropriate professional qualifications to meet local Regulatory requirements to promote Institutional Asset Management investment products and give information and advice on them.
To apply for this position please send your CV and supporting documentation to
#J-18808-LjbffrBusiness development manager – institutional clients (asset management)
Posted today
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Business development manager – institutional clients (asset management)
Posted today
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Senior Manager, Main Market Clients
Posted 14 days ago
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Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, Simmonds Street
We are seeking a dynamic and experienced Senior Manager, Main Market Clients to join our team in Johannesburg, South Africa. In this pivotal role, you will be responsible for driving growth and maintaining strong relationships with our key clients in the main market segment.
Responsibilities- Develop and implement strategic plans to expand our client base and increase market share in the main market segment
- Lead and mentor a team of client managers, ensuring high performance and professional development
- Cultivate and maintain strong relationships with high-value clients, serving as the primary point of contact for strategic matters
- Analyse market trends and client needs to identify new business opportunities and develop tailored solutions
- Collaborate with cross-functional teams to ensure seamless delivery of services and exceptional client satisfaction
- Prepare and present comprehensive financial reports and performance metrics to senior leadership
- Represent the organisation at industry events and conferences to enhance our market presence and thought leadership
- Drive innovation in client service delivery and internal processes to maintain a competitive edge
- Bachelor's degree in Business Administration, Finance, or a related field; MBA or relevant postgraduate qualification preferred
- Minimum of 7-10 years of experience in client management or a related field, with a proven track record of managing high-value client accounts
- Extensive experience in the South African market and a deep understanding of the local business landscape
- Strong strategic planning and execution skills, with the ability to drive growth and profitability
- Excellent client relationship management abilities, including the capacity to build and maintain long-term partnerships
- Demonstrated leadership skills with experience in managing and developing high-performing teams
- Advanced financial analysis and reporting capabilities
- Exceptional presentation and communication skills, both written and verbal
- Proficiency in CRM software and Microsoft Office suite
- In-depth knowledge of South African financial markets and regulations
- Strong understanding of global market trends and their impact on local markets
- Visionary approach to client service with a track record of implementing innovative solutions
- Challenging Ideas
- Developing Expertise
- Developing Strategies
- Directing People
- Creative Problem Solving
- Economic Capital Management
- Mind of Customer Experience
- Product and Services Knowledge
- Risk Reporting, Risk Response Strategy & Risk/Reward Thinking
Senior manager, main market clients
Posted today
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Senior manager, main market clients
Posted today
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