Client Relationship Manager (Wealth Administrator)

Role overview

Chartered Wealth Solutions is seeking an experienced Wealth Administrator to join its Johannesburg team as a Client Relationship Manager.

The role combines client relationship ownership with investment and policy administration, acting as the primary point of contact for clients while supporting the firm’s financial planners.

Key responsibilities

• Act as the primary client point of contact.
• Manage client communications and meetings.
• Process withdrawals, switches and transfers.
• Liaise with service providers.
• Maintain accurate client and compliance records.
• Support financial planners administratively.

Minimum requirements

• Matric.
• Three or more years’ wealth administration experience.
• Experience supporting individual planners.
• Xplan and Microsoft Office proficiency.

Systems exposure

Xplan and the Microsoft Office suite.

Skills and competencies

• Client communication and relationship ownership.
• Accurate transaction processing across withdrawals, switches and transfers.
• Provider liaison and compliance record keeping.

Personal attributes

Professional and presentable, detail-oriented and genuinely client-service driven.