Private Banking Relationship Manager
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
13 hours 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)
- FAIS Representative certification is mandatory in line with regulatory requirements.
Essential Experience:
- Minimum of 7 years experience in financial services with at least 57 years in a relationship management or private banking role.
- Proven ability to analyse clients financial needs identify opportunities and deliver tailored financial solutions that create value for both client and bank.
- Demonstrated success in client acquisition retention and portfolio management within a high-net-worth segment.
- Experience in structuring credit applications and facilitating complex lending investment and offshore product offerings.
- Proficient understanding of banking processes financial acumen and consumer banking products.
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
Key Skills
- Focus
- CFA
- Corporate Strategy
- Flash
- AC Maintenance
- AV
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
