Elite Private Banking Relationship Manager

Standardbankgroup; Cape Town; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Standard Bank Group seeks a dynamic Relationship Manager for Private Banking to grow and manage a portfolio of high-net-worth clients, delivering personalised financial solutions and exceptional service.

You will conduct in-depth financial analyses, craft tailored strategies, ensure regulatory compliance, and work closely with product specialists to provide offshore and complex lending options.

Qualifications

• 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.
• Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.

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.

Skills

Relationship management

Financial analysis

Client engagement

Portfolio management

Credit structuring

Regulatory compliance

Communication

Education

FAIS-aligned degree (NQF7+)

FAIS Representative certification

Tools

Banking products knowledge

Risk reporting

Job description

Standard Bank Group seeks a dynamic Relationship Manager for Private Banking to grow and manage a portfolio of high-net-worth clients, delivering personalised financial solutions and exceptional service.

You will conduct in-depth financial analyses, craft tailored strategies, ensure regulatory compliance, and work closely with product specialists to provide offshore and complex lending options.