Client Manager — Wealth Practice Team Lead

3R Consulting Ltd; Noordwes; On-site; ZAR 420,000 - 660,000; Full time

Job summary

3R Consulting Ltd is seeking an experienced Client Manager for a Chartered Wealth Management Practice. You will manage your own team and oversee client administration, ensuring high service standards and strict compliance.

The role offers a competitive base salary with discretionary monthly bonus, pension contributions, generous holiday allowance, and loyalty rewards for long service.

Qualifications

• Experience in client management within a professional organisation.
• Strong communication and organisational skills with a track record of meeting targets.

Responsibilities

• Manage a portfolio of clients and lead a team of Advisers.
• Prepare paperwork for client meetings and support Advisers.
• Process new business and perform executive PA/administration tasks.
• Build relationships with clients and maintain excellent service and compliance.

Skills

Client management

Communication

Team leadership

Attention to detail

Education

Degree or equivalent

Tools

Excel

Word

PowerPoint

Job description

3R Consulting Ltd is seeking an experienced Client Manager for a Chartered Wealth Management Practice. You will manage your own team and oversee client administration, ensuring high service standards and strict compliance.

The role offers a competitive base salary with discretionary monthly bonus, pension contributions, generous holiday allowance, and loyalty rewards for long service.