Relationship Manager - Multi-Family Office

ARVO; Cape Town; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

ARVO is seeking a Relationship Manager in Cape Town to oversee an existing book of private client families. You will be the primary contact for client needs, coordinating with investment, accounting and operations teams to deliver a seamless service.

The role requires a CA(SA) or CFA or equivalent qualification, with investment experience and strong interpersonal skills. Discretion and judgment are essential for handling high-net-worth client relationships.

Qualifications

• CA(SA) or CFA or equivalent qualification.
• Investment experience in portfolio management, wealth management, private equity or related fields.
• Strong interpersonal and communication skills.
• Discretion and judgment when handling confidential information.

Responsibilities

• Manage and maintain an existing book of private client families.
• Be the main point of contact for clients in your remit: proactive, responsive and trusted.
• Coordinate across the investment, accounting and operations teams so clients get one joined‑up service.
• Prepare for and lead client meetings and reviews.
• Manage several client relationships at once without anything slipping.
• Over time, contribute to growing the client base and the team.

Skills

Relationship management

Client service

Discretion

Communication

Education

CA(SA) or CFA

Job description

Location: Cape Town

Sector: Wealth Management / Multi-Family Office

Our client is an international multi-family office looking after a select group of families. It does this through long‑term relationships, an open‑architecture investment approach and co‑investment opportunities between families. The team is small, senior and close‑knit.

They're looking for a Relationship Manager to take over and look after an existing book of client families. You'll be the main point of contact for everything those families need, working closely with the investment and operations teams behind you.

This role suits a qualified professional, ideally a CA(SA) or CFA charterholder, who wants to move closer to clients and is trusted by people who expect discretion, precision and judgement.

Responsibilities

• Manage and maintain an existing book of private client families
• Be the main point of contact for clients in your remit: proactive, responsive and trusted
• Coordinate across the investment, accounting and operations teams so clients get one joined‑up service
• Prepare for and lead client meetings and reviews
• Manage several client relationships at once without anything slipping
• Over time, contribute to growing the client base and the team

The client's identity will be shared with shortlisted candidates.

Preferred

• CA(SA), CFA or equivalent qualification
• Investment experience, e.g. portfolio management, wealth management, private equity, fund or investment analysis

Essential

• Very strong interpersonal skills: comfortable building trust with high‑net‑worth families
• Highly organised, able to manage multiple client relationships at once
• Discreet with confidential information
• Excellent written and verbal communication

Advantageous

• Family office, private bank or wealth management experience
• Offshore or cross‑border experience (structures, jurisdictions, international clients)

Competitive package, determined by qualifications, experience and profile.