Relationship Manager - Wealth Segment

Currency Partners (PTY) Ltd; Cape Town; On-site; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

18 days annual leave + 1 extra day per

5 bonus leave days at 5th anniversary

Birthday leave in birthday month

2 days paid moving leave

Paid maternity and paternity leave

Learning and development support

Job summary

Currency Partners (PTY) Ltd in Cape Town invites an organized Relationship Manager to join our Distribution Team. You’ll support Business Consultants, manage partner queries, and keep operations running smoothly while developing strong partner relationships.

The role offers exposure to the FX industry, training, and opportunities to progress into a Business Consultant position for high-potential candidates.

Qualifications

• Matric and an undergraduate degree in Commerce/Finance/Business Management.
• Postgraduate qualification in financial services is advantageous.
• FAIS compliance or willingness to complete RE5 on onboarding.
• 1–3 years in client-facing, sales support, or relationship management in financial services.
• Experience with CRM systems and data accuracy.
• Autonomy and self-direction advantageous.

Responsibilities

• Support Business Consultants with partner queries and day-to-day operational requests.
• Manage month-end partner administration, including reconciliation support.
• Maintain the CRM system with discipline and accuracy – updating contact information and logs.
• Coordinate partner events and prepare marketing materials and presentations.
• Proactively build knowledge of Currency Partners’ FX products, processes, and compliance.
• Conduct regular in-person visits to partners for relationship building and updates.
• Manage the quarterly partner meeting schedule and follow-ups.
• Attend client/partner meetings to support relationship development and actions.
• Deliver partner training sessions and follow-ups to reinforce learning.
• Collaborate with internal teams to ensure seamless partner servicing.
• Identify and flag potential business development opportunities during visits.

Skills

Relationship management

Organization

Communication

Proactiveness

Sales support

Networking

Education

Undergraduate degree in Commerce/Finance/Business Management

Postgraduate qualification in financial services (advantage)

FAIS compliance or RE5 on onboarding

Tools

CRM system

Job description

Claremont, Cape Town, South Africa | Posted on 22/05/2026

The Relationship Manager is a key support role within CurrencyPartners’ Cape Town Distribution Team, working closely alongside the Business Consultants to ensure partners and clients receive a consistently high level of service. The role sits at the intersection of operations, client relationship management, and business development support – freeing the Business Consultants to focus on revenue-generating activities whilst the Relationship Manager ensures the engine behind the scenes runs smoothly.

This is an excellent opportunity for a driven, commercially curious individual who wants to build a career in financial services. You will gain deep exposure to the FX industry, develop strong partner relationships, and grow your understanding of how a specialist financial intermediary operates. Over time, this role offers a natural pathway into a Business Consultant position for the right candidate.

The ideal candidate is highly organized, proactive, and a natural relationship builder who takes genuine pride in doing things properly. You will be the connective tissue between Currency Partners’ internal teams, the Business Consultants, and our partner network.

Requirements

Key Responsibilities

Operations Support

• Support Business Consultants with partner queries, transaction statuses, and day-to-day operational requests, ensuring timely and accurate responses that uphold Currency Partners’ service standards.
• Manage month-end partner administration, including reconciliation support, statement distribution, and follow-up on outstanding items.
• Maintain the CRM system with discipline and accuracy – updating contact information, logging meeting notes and key discussion points, tracking follow-up actions, and ensuring overall data integrity so that the team has reliable, up-to-date partner information always.
• Assist with the coordination and logistics of partner events, including venue liaison, invitations, materials preparation, and on-the-day support.
• Support the preparation of marketing materials, proposals, and presentations for partner engagements.
• Proactively build knowledge of Currency Partners’ FX products, systems, processes, and compliance requirements to become a credible and informed point of contact for partners.

Client & Partner Relationship Management

• Conduct regular in-person visits to partners across the Cape Town region for relationship building, training delivery, and process updates – maintaining a visible, trusted presence within the partner network.
• Manage and coordinate the quarterly meeting schedule, ensuring all required partner touchpoints are planned, confirmed, and executed on time.
• Attend client and partner meetings alongside Business Consultants to support relationship development, take notes, and ensure agreed actions are followed up promptly.
• Deliver partner training sessions on Currency Partners’ products, processes, and platforms, and provide structured follow-ups to reinforce learning and resolve any outstanding questions.
• Cultivate strong working relationships with Currency Partners’ internal support teams – including settlements, compliance, and operations – to ensure seamless partner servicing and quick resolution of issues.
• Identify and flag potential business development opportunities observed during partner visits or interactions, passing these to the relevant Business Consultant for follow-up.

Qualifications & Experience

• Matric (essential) plus a completed undergraduate degree – preferably in Commerce, Finance, Business Management, or a related field.
• A postgraduate qualification or additional studies in financial services, investments, or wealth management would be advantageous.
• FAIS compliant or actively willing to complete the required regulatory examinations (RE5) as part of onboarding at Currency Partners.
• 1–3 years’ experience in a client-facing, sales support, or relationship management role within financial services, wealth management, or a related professional services environment.
• Experience in or working knowledge of the Wealth and Asset Management industry is advantageous – understanding the context in which Currency Partners’ partners operate will accelerate your effectiveness in the role.
• Experience managing or maintaining a CRM system, with a strong understanding of the importance of data accuracy in a commercial environment.
• Entrepreneurial experience or a demonstrated ability to work with a high degree of autonomy and self-direction is advantageous.

Leave & benefits

• 18 days annual leave + 1 extra day per year of service
• 5 bonus leave days at your 5th work anniversary
• Birthday leave in your birthday month
• 2 days paid moving leave
• Paid maternity and paternity leave
• Learning and development support relevant to your role and industry

Our Commitment to Inclusion

At Currency Partners, we are committed to building a diverse and inclusive team. If you don't meet every requirement listed, we'd still encourage you to apply — if you meet most of our expectations, you could be a great fit for this role or another opportunity within our team. We welcome applications from people of all backgrounds, experiences, and walks of life.