Senior Private Wealth Relationship Manager (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

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.