Prestige Banking Relationship Banker
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
To acquire service and retain clients within the Prestige Banking segment by delivering exceptional relationship management conducting structured needs analyses and deepening product uptake across lending transactional and digital banking. The role focuses on proactive portfolio growth quality client engagement and the identification of wealth investment and fiduciary opportunities through collaboration with specialist teams.
Key Responsibilities:
- Manage and grow an assigned Prestige client portfolio through proactive engagement needsbased conversations and consistent relationship building
- Deepen client banking relationships by identifying opportunities across transactional lending digital and rewards solutions
- Identify wealth investment fiduciary and estate planning needs and refer clients to Financial Planners Investment Consultants and specialist teams
- Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions
- Action client service requests efficiently across digital voice and branch channels ensuring fast turnaround and a seamless client experience
- Uphold governance and compliance standards by completing all AML KYC due diligence arrears management and regulatory requirements on time
Qualifications :
- Bachelors Degree in Commerce Banking Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification
- Valid drivers licence and mobility to travel to client sites
Experience Required:
- 2 years total banking experience with 1 to 2 years FAIS-related experience in a physical virtual or voice branch environment
- Proven experience in relationship banking managing a personal prestige or affluent client portfolio
- Exposure to wealth management investment consulting or financial planning referral environments
- Demonstrated ability to grow a portfolio drive product entrenchment (lending transactional and digital) and retain clients
- Experience working across multi-channel environments to action client requests manage credit applications and resolve service gaps
Additional Information :
Behavioral Competencies
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Retention & Client Servicing
- Customer Understanding ( Consumer Banking)
- Risk Awareness & Risk Identification
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
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
