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Relationship Manager - Multi-Family Office

ARVO

Workable
Location
Cape Town, Western Cape, South Africa, South Africa
Type
Full-time
Salary
Salary not specified
Posted
10 Nov 2026
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 gro
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 Preferred CA(SA), CFA or equivalent qualification Investment experience, e.g. portfolio management, wealth management, private equity, fund or investment analysis Essential Very strong interpersonal skills: comfortable building trust with high-net-worth families Highly organised, able to manage multiple client relationships at once Discreet with confidential information Excellent written and verbal communication Advantageous Family office, private bank or wealth management experience Offshore or cross-border experience (structures, jurisdictions, international clients) Benefits Competitive package, determined by qualifications, experience and profile.