Relationship Manager

Are you a client service professional who thrives in a high-touch, detail-oriented environment? An exciting opportunity exists for a skilled Relationship Manager to join a leading boutique wealth management firm and family office, providing exceptional client service to a sophisticated client base.Key Responsibilities:Overseeing investment administration and client support processes.Managing workflow, task tracking, and client communications.Preparing meeting packs, managing appointments, and ensuring quality control across all client correspondence.Coordinating family office tasks and liaising with service providers and professional partners.Handling FICA documentation, tax clearance applications, and reporting.Assisting with marketing activities such as client event coordination and social media updates.Requirements:Minimum of 8 years’ experience in relationship or client management within a private bank or asset/wealth management environment.Relevant Degree or DiplomaStrong critical thinking, organisational, and communication skills.High emotional intelligence and a service-driven mindset.Proven ability to multi-task and maintain accuracy under pressure.Excellent written English and professional presentation.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.