Relationship Manager

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.