Private Banking Relationship Manager
Financial Services, Banking
Company Description 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.
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.
- 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.
- 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.