Relationship Manager I, Private Bank

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profile Job Location:

Cape Town - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing managing and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.

Key Responsibilities:

  • Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions proactive engagement and outstanding service.
  • Conduct in-depth financial analyses create personalised banking strategies and ensure full compliance with regulatory requirements and internal policies.
  • Analyse industry trends assess the competitive landscape and provide performance reports to support informed decision-making and drive business growth.

Qualifications :

  • FAIS aligned Degree in Business Commerce (NQF7 or higher)

Essential Experience:

  • A minimum of 5-7 years experience in sales service relationship management credit applications and financial acumen within the financial services industry.
  • Proven ability to acquire manage and retain high-net-worth clients through tailored financial solutions proactive engagement and strong relationship-building skills.
  • Strong financial analysis skills experience in credit applications debt restructuring and compliance with regulatory and risk management requirements.
  •  Advanced knowledge of banking products processes and procedures with the ability to make informed decisions empower individuals and drive business growth.

Additional Information :

Behavioural Competencies:

  • Articulating Information & Providing Insights
  • Interpreting Data & Examining Information
  • Developing Expertise
  • Convincing People & Establishing Rapport
  • Producing Output
  • Seizing Opportunities
  • Taking Action

Technical Competencies:

  • Banking Process & Procedures
  • Commercial Acumen
  • Customer Understanding ( Consumer Banking)
  • Financial Acumen
  • Product Knowledge (Consumer Banking)
  • Risk Identification
  • Risk Reporting

Remote Work :

No


Employment Type :

Full-time

We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing managing and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.Key Responsibilities:Develo...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry

About Company

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more

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