Wealth Partnerships & Relationship Manager

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

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.