About this role
Location: Cape Town
Sector: Wealth Management / Multi-Family Office
Our client is an international multi-family office looking after a select group of families. It does this through long-term relationships, an open-architecture investment approach and co-investment opportunities between families. The team is small, senior and close-knit.
They're looking for a Relationship Manager to take over and look after an existing book of client families. You'll be the main point of contact for everything those families need, working closely with the investment and operations teams behind you.
This role suits a qualified professional, ideally a CA(SA) or CFA charterholder, who wants to move closer to clients and is trusted by people who expect discretion, precision and judgement.
Responsibilities
- Manage and maintain an existing book of private client families
- Be the main point of contact for clients in your remit: proactive, responsive and trusted
- Coordinate across the investment, accounting and operations teams so clients get one joined-up service
- Prepare for and lead client meetings and reviews
- Manage several client relationships at once without anything slipping
- Over time, contribute to growing the client base and the team
- The client's identity will be shared with shortlisted candidates.
Requirements
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Preferred
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CA(SA), CFA or equivalent qualification
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Investment experience, e.g. portfolio management, wealth management, private equity, fund or investment analysis
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Essential
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Very strong interpersonal skills: comfortable building trust with high-net-worth families
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Highly organised, able to manage multiple client relationships at once
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Discreet with confidential information
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Excellent written and verbal communication
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Advantageous
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Family office, private bank or wealth management experience
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Offshore or cross-border experience (structures, jurisdictions, international clients)
Benefits
- Competitive package, determined by qualifications, experience and profile.