Elite Private Banking Relationship Manager

Cari; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Standard Bank Group in Cape Town seeks an experienced Private Banking Relationship Manager to deliver a tailored, relationship-focused client experience and grow high-value portfolios.

You will engage affluent clients, assess financial needs, and coordinate banking, lending, wealth, and digital solutions while ensuring compliance and quality service. FAIS qualifications are required, and a strong client-centric approach is essential.

Qualifications

• Bachelor of Commerce, Advanced Diploma or equivalent NQF7+ in Finance or related field.
• FAIS recognition or alignment required.
• Fit and Proper requirements must be met.

Responsibilities

• Build and maintain relationships with Private Banking clients.
• Drive portfolio growth through retention and cross-selling.
• Understand client needs and recommend banking, lending, wealth, and digital solutions.
• Support credit processes and portfolio administration.
• Manage queries and ensure compliance with bank standards.

Skills

Relationship Management

Portfolio Growth

Sales Skills

Client Engagement

Education

Finance/Business degree

Job description

Standard Bank Group in Cape Town seeks an experienced Private Banking Relationship Manager to deliver a tailored, relationship-focused client experience and grow high-value portfolios.

You will engage affluent clients, assess financial needs, and coordinate banking, lending, wealth, and digital solutions while ensuring compliance and quality service. FAIS qualifications are required, and a strong client-centric approach is essential.