Relationship Manager

Afrizan People Intelligence; Johannesburg; On-site; ZAR 650 000 - 850 000; Full time

Job summary

A leading boutique wealth management firm in Johannesburg is seeking an experienced Relationship Manager. This role involves providing exceptional client service, overseeing investment administration, and managing client communications. The ideal candidate should have over 8 years of experience in client management within a private bank or wealth management environment, along with strong organisational and communication skills. A relevant degree is required, and the position promotes an inclusive workplace.

Qualifications

• Minimum of 8 years’ experience in relationship or client management within a private bank or asset/wealth management environment.
• Strong critical thinking, organisational, and communication skills.
• Excellent written English and professional presentation.

Responsibilities

• Oversee investment administration and client support processes.
• Manage workflow, task tracking, and client communications.
• Prepare meeting packs, manage appointments, and ensure quality control across all client correspondence.

Skills

Client management

Organisational skills

Critical thinking

Communication skills

Emotional intelligence

Education

Relevant Degree or Diploma

Job description

Are you a client service professional who thrives in a high-touch, detail-oriented environment? An exciting opportunity exists for a skilled Relationship Manager to join a leading boutique wealth management firm and family office, providing exceptional client service to a sophisticated client base.

Key Responsibilities:

• Overseeing investment administration and client support processes.
• Managing workflow, task tracking, and client communications.
• Preparing meeting packs, managing appointments, and ensuring quality control across all client correspondence.
• Coordinating family office tasks and liaising with service providers and professional partners.
• Handling FICA documentation, tax clearance applications, and reporting.
• Assisting with marketing activities such as client event coordination and social media updates.

Requirements:

• Minimum of 8 years’ experience in relationship or client management within a private bank or asset/wealth management environment.
• Relevant Degree or Diploma
• Strong critical thinking, organisational, and communication skills.
• High emotional intelligence and a service-driven mindset.
• Proven ability to multi-task and maintain accuracy under pressure.
• Excellent written English and professional presentation.

EE Disclaimer:

All positions will be filled in accordance with the company’s Employment Equity plan. We encourage people with disabilities to apply.

Application Unsuccessful Disclaimer:

If you do not receive feedback within two weeks of your application, please consider it unsuccessful. Keep an eye on our website and other career sites for future opportunities.