Wealth Management Relationship Lead

Afrizan People Intelligence; Johannesburg; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading boutique wealth management firm in Johannesburg is seeking an experienced Relationship Manager. In this role, you will provide exceptional client service, oversee investment administration, and manage client communications. The ideal candidate should possess over 8 years of experience in client management within a private bank or wealth management environment and have strong organisational and communication skills. A relevant degree is required, and the position promotes an inclusive workplace.

Qualifications

• Over 8 years of experience in client management within a private bank or wealth management.
• Strong organisational skills to manage investments and client interactions.
• Excellent communication skills to ensure exceptional client service.

Responsibilities

• Provide exceptional client service.
• Oversee investment administration.
• Manage client communications.

Skills

Client management

Organisational skills

Communication skills

Education

Relevant degree

Job description

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.