Wealth Relationship Manager at RecruitMyMom

Job Description

• An established financial services firm is seeking a driven and commercially curious Relationship Manager to join their team on a full-time basis with flexible in-office working hours. Positioned at the intersection of operations, client relationship management, and business development support, this role is critical for ensuring partners and clients receive an exceptional level of service. Working closely alongside Business Consultants, the successful candidate will manage the operational engine behind the scenes, offering a natural and structured pathway into a Business Consultant position over time.

Key Responsibilities

• Operations & Commercial Support: Assist Business Consultants with day-to-day operational requests, partner queries, and transaction statuses to maintain the firm’s premium service standards.
• Partner & Client Relationship Management: Conduct regular in-person visits to partners across the Cape Town region to build trust, deliver product and platform training, and provide process updates.
• CRM Discipline & Data Integrity: Maintain the CRM system with high discipline, ensuring accurate logging of meeting notes, contact details, and follow-up actions to provide the team with reliable partner data.
• Month-End Administration: Manage month-end partner administration, including coordinating reconciliation support, distributing statements, and following up on outstanding items.
• Meeting & Event Coordination: Coordinate quarterly meeting schedules, manage logistics for partner events (venue liaison, invitations, material preparation), and attend meetings alongside Business Consultants to capture notes and track actions.
• Cross-Functional Collaboration: Cultivate strong internal relationships with settlements, compliance, and operations teams to facilitate seamless partner servicing and prompt issue resolution.
• Market Intelligence: Proactively build deep knowledge of foreign exchange products, systems, and compliance frameworks, while identifying and flagging potential business development opportunities during partner interactions.

Requirements

• Experience: 1–3 years of experience in a client-facing, sales support, or relationship management role within financial services, wealth management, or a related professional services environment.
• Education: Grade 12 (Matric) alongside a completed undergraduate degree, preferably in Commerce, Finance, Business Management, or a related field.
• Compliance: FAIS compliant, or actively willing to complete the Regulatory Examination (RE5) during the onboarding phase.
• Systems: Proven experience maintaining and managing a commercial CRM system with strict attention to data accuracy.
• Mobility: Ability to travel flexibly across the Cape Town region for regular in-person partner engagements.

Preferred Qualifications

• A postgraduate qualification or further studies in financial services, investments, or wealth management.
• Direct experience or working knowledge of the Wealth and Asset Management industry in South Africa.
• Demonstrated ability to work with a high degree of autonomy, self-direction, or entrepreneurial experience.

Required Software Skills

• CRM Software
• MS Office Suite (Excel, Word, PowerPoint)
• Tech-driven, paperless digital tools