Private Banking Relationship Manager

Job Facts

Minimum Requirements

• FAIS aligned Degree in Business Commerce (NQF7 or higher)
• FAIS Representative certification is mandatory, in line with regulatory requirements.
• Minimum of 7 years’ experience in financial services, with at least 5–7 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.
• in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.
• Proficient understanding of banking processes, financial acumen, and consumer banking products.
• Articulating Information & Providing Insights
• Interpreting Data & Examining Information
• Developing Expertise
• Convincing People & Establishing Rapport
• Producing Output
• Seizing Opportunities
• Taking Action
• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting

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.