Relationship Manager Job Johannesburg area,South Africa,Business

Job Description

Do you thrive on delivering exceptional client service while managing complex relationships with precision and care?

We are recruiting on behalf of a client for an experienced Relationship Manager to join a boutique wealth management and family office environment. This role is ideal for a detail-oriented, emotionally intelligent professional who takes pride in their work and enjoys being the trusted point of contact for high-value clients, ensuring a seamless and premium service experience.

Key duties

Act as the primary contact for all non-advice related client matters

Manage investment administration, task coordination and client communication

Troubleshoot and resolve client and operational issues efficiently

Ensure workflows are followed, tasks are completed and feedback is provided

Handle FICA documentation and tax clearance applications

Coordinate family office activities with internal teams, providers and professional partners

Prepare client meeting packs, schedule appointments and manage follow-ups

Perform quality control on client communications, proposals and meeting minutes

Deliver all required client documentation, including statements and confirmations

Support marketing initiatives, including client events, communications and social media activity

Maintain accurate CRM records and system reporting

Key requirements

Minimum of three years’ experience in a client support or relationship role within wealth management

Sound understanding of investment products and financial services processes

Strong critical thinking, problem-solving and attention to detail

Excellent written and verbal English communication skills

High levels of emotional intelligence and professionalism

Ability to multitask, work under pressure and collaborate effectively

A driven, proactive mindset with a strong commitment to client service excellence

EE Disclaimer:
All positions will be filled in accordance with the company's Employment Equity plan. We encourage people with disabilities to apply.

Application Unsuccessful Disclaimer:
If you do not receive feedback within two weeks of your application, please consider it unsuccessful. Keep an eye on our website and other career sites for future opportunities.


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