Affluent Banking Relationship Executive

Bidvest Bank Limited; Sandton; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Bidvest Bank Limited is seeking a results-driven relationship banker focused on acquiring new affluent clients and expanding existing portfolios in South Africa. The role emphasizes proactive sales, value-added banking solutions, and maintaining high client satisfaction to foster long-term partnerships.

Strong communication, negotiation, and networking skills are essential, along with a valid driver’s license and own vehicle for client visits. Office-based with field activity as required.

Qualifications

• Matric and relevant banking qualifications.
• NQF6 or higher required.
• Finance/Banking certificate preferred.
• FAIS RE5 completed within timelines as prescribed by FSCA.
• FSCA-relevant qualification recognized.

Responsibilities

• Proactively cold call and source new clients to meet monthly revenue targets.
• Educate clients on Bidvest Bank's full product offering to maximize revenue.
• Negotiate pricing to protect margins and secure favorable rates.
• Track and report sales activities to improve team efficiency.
• Grow client base through new acquisitions and referrals.

Skills

Sales experience

Relationship management

Negotiation

Presentation skills

Networking

Education

Matric

NQF6 - National Diploma

Finance/Certificate in Banking

FAIS RE5

Tools

CRM software

Microsoft Excel

Job description

Bidvest Bank Limited is seeking a results-driven relationship banker focused on acquiring new affluent clients and expanding existing portfolios in South Africa. The role emphasizes proactive sales, value-added banking solutions, and maintaining high client satisfaction to foster long-term partnerships.

Strong communication, negotiation, and networking skills are essential, along with a valid driver’s license and own vehicle for client visits. Office-based with field activity as required.