A leading financial services group in South Africa is looking for a dynamic Relationship Manager to enhance its Private Banking team. This role involves managing a portfolio of high-net-worth clients, delivering personalised financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate will have at least 7 years of experience in financial services, with 5-7 years in relationship management. A degree in Business Commerce and relevant certification are mandatory. Join us to create impactful growth and provide extraordinary service.
Qualifications
Minimum of 7 years’ experience in financial services.
At least 5–7 years in a relationship management or private banking role.
Proficient understanding of banking processes and consumer banking products.
Responsibilities
Develop and maintain strong relationships with high-net-worth clients.
Conduct in-depth financial analyses and create banking strategies.
Provide performance reports to support business growth.
Skills
Client relationship management
Financial analysis
Tailored financial solutions
Compliance adherence
Client acquisition
Portfolio management
Education
FAIS aligned Degree in Business Commerce
FAIS Representative certification
Job description
A leading financial services group in South Africa is looking for a dynamic Relationship Manager to enhance its Private Banking team. This role involves managing a portfolio of high-net-worth clients, delivering personalised financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate will have at least 7 years of experience in financial services, with 5-7 years in relationship management. A degree in Business Commerce and relevant certification are mandatory. Join us to create impactful growth and provide extraordinary service.