Manager, Relationship, Premium

Stanbic Bank Tanzania; East London; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial institution in South Africa seeks a skilled professional to manage a portfolio of high-value clients, focusing on relationship management and financial advisory services. The ideal candidate will have 3–7 years of experience in business banking and a relevant degree. Strong networking skills and knowledge of banking products are essential. This full-time position offers opportunities for business growth and career development.

Qualifications

• 3–7 years of experience in business banking, commercial banking, or corporate banking.
• Proven experience in relationship management, financial advisory, or credit analysis for business clients.
• Knowledge of SME banking, mid-market banking, or high-net-worth business clients.

Responsibilities

• Develop and execute strategic plans for a portfolio of high-value clients.
• Cultivate strong relationships with key decision-makers in client organisations.
• Conduct analyses of clients' business needs to identify cross-selling opportunities.

Skills

Strong relationship management and client acquisition skills

In-depth knowledge of business banking products

Financial analysis and credit assessment expertise

Sales and business development skills

Excellent negotiation, communication, and problem-solving skills

Education

Bachelor's degree in business, Finance, Economics, Accounting, or a related field

Master's degree (MBA) or postgraduate diploma in Business Administration, Finance, or Banking

Professional certifications such as Certified Banker (CB), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA)

Job description

Job Description

Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent revenue growth and client retention.

Cultivate and maintain strong, professional relationships with key decision-makers within client organisations, positioning oneself as a trusted financial advisor.

Conduct thorough analyses of clients' business needs and financial objectives to identify opportunities for cross-selling and upselling premium banking solutions.

Collaborate effectively with internal stakeholders across various departments to deliver tailored, high-end financial services that meet and exceed client expectations.

Implement a proactive approach to risk management, ensuring compliance with all relevant regulatory requirements and internal policies.

Monitor market trends and competitive landscape to identify new opportunities and potential threats to the Premium Segment portfolio.

Prepare and deliver comprehensive financial presentations and proposals to senior executives of client organisations.

Manage and resolve complex client issues with utmost professionalism and urgency, maintaining the bank's reputation for excellence in customer service.

Consistently achieve and exceed performance targets related to portfolio growth, client satisfaction, and revenue generation.

Mentor and guide junior team members, fostering a culture of excellence and continuous improvement within the Premium Segment division.

Qualifications

Educational Qualifications

• Bachelor's degree in business, Finance, Economics, Accounting, or a related field.
• A master's degree (MBA) or postgraduate diploma in Business Administration, Finance, or Banking may be advantageous.
• Professional certifications such as Certified Banker (CB), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA) can be a plus.

Work Experience

• 3–7 years of experience in business banking, commercial banking, or corporate banking.
• Proven experience in relationship management, financial advisory, or credit analysis for business clients.
• Experience in lending, credit risk assessment, and structuring financial solutions for business clients.
• Knowledge of SME banking, mid‑market banking, or high‑net‑worth business clients is often required.

Key Skills and Competencies

• Strong relationship management and client acquisition skills.
• In-depth knowledge of business banking products, including loans, trade finance, treasury, and cash management.
• Financial analysis and credit assessment expertise.
• Understanding of risk management and regulatory compliance in business banking.
• Sales and business development skills to grow the bank's portfolio.
• Excellent negotiation, communication, and problem‑solving skills.
• Ability to use CRM and banking software for client management.

Additional Requirements

• A strong network within the local business community is often beneficial.
• Knowledge of digital banking trends and how they impact business clients.
• A track record of meeting or exceeding revenue and portfolio growth targets.

Behavioural Competencies

• Articulating Information
• Convincing People
• Developing Expertise
• Directing People
• Establishing Rapport

Technical Competencies

• Banking Process & Procedures
• Business Process Improvement
• Client Knowledge
• Client Retention
• Risk Awareness

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development