Manager, Relationship, Private Banking

Standard Bank Group; Klerksdorp; On-site; ZAR 480,000 - 720,000; Full time

Job summary

Standard Bank Group is seeking a Private Banking Relationship Manager to grow and retain a portfolio of affluent clients. You will engage with clients to understand their financial objectives and provide personalized solutions aligned with client value Proposition.

In this role you will analyse client finances, propose appropriate products, and ensure the portfolio aligns with segmentation criteria, contributing to the bank’s personal and private banking goals.

Qualifications

• First Degree (NQF7) in Business Commerce.
• 5–7 years of sales, service and relationship management experience in financial services.
• Solid knowledge of bank policies for processing customer transactions.
• Ability to analyse client needs and financial objectives to tailor solutions.

Responsibilities

• Grow, maintain and retain a portfolio of signature banking customers.
• Engage with clients to analyse personal financial objectives and position.
• Proactively offer relationship-based, personalized financial solutions.
• Analyse client financial information and respond to needs (e.g., cash flow issues).
• Ensure portfolio clients meet segmentation criteria.

Skills

Sales experience

Relationship management

Financial acumen

Needs analysis

Personalized solutions

Client segmentation

Education

First Degree (NQF7)

Business Commerce

Job description

Business Segment: Personal & Private Banking

To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking

• 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
• Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
• The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
• Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
• Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)
• Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.

Additional Information

• Articulating Information
• Conveying Self-Confidence
• Developing Expertise
• Developing Strategies
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Making Decisions
• Producing Output
• Providing Insights
• Pursuing Goals
• Taking Action
• Upholding Standards
• Banking Process & Procedures
• Commercial Acumen
• Product Knowledge (Consumer Banking)

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.