Prestige Banking Relationship Banker

SmartRecruiters, Inc.; Somerset West; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Standard Bank Group is seeking an experienced Prestige Banking Relationship Manager in South Africa to acquire, service and retain high-value clients across lending, transactional and digital banking. The role emphasizes proactive portfolio growth, strong client engagement and collaboration with specialist teams.

Requirements include a relevant degree or FAIS qualification and a valid driver’s licence with mobility to travel to client sites.

Qualifications

• Bachelor’s Degree in Commerce, Banking, Finance or related field or FAIS-recognised qualification.
• Valid driver’s licence and mobility to travel to client sites.

Responsibilities

• Manage and grow an assigned Prestige client portfolio through proactive engagement, needs-based conversations and consistent relationship building.
• Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions.
• Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams.
• Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions.
• Action client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience.
• Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time.

Skills

Relationship banking

Portfolio growth

FAIS experience

Multi-channel banking

Education

Bachelor’s Degree in Commerce, Banking, Finance or related field; Advanced Diploma (NQF 7) FAIS-recognised qualification

Job description

• Business Segment: Personal & Private Banking

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.

Key Responsibilities:

• Manage and grow an assigned Prestige client portfolio through proactive engagement, needs‑based conversations and consistent relationship building
• Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions
• Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams
• Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions
• Action client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience
• Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time

Qualifications

• Bachelor’s Degree in Commerce, Banking, Finance or related field orAdvanced Diploma (NQF 7) FAIS-recognised qualification
• Valid driver’s licence and mobility to travel to client sites

Experience Required:

• 2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment
• Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio
• Exposure to wealth management, investment consulting, or financial planning referral environments
• Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients
• Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps
• Articulating Information
• Challenging Ideas
• Conveying Self-Confidence
• Developing Expertise
• Banking Process & Procedures
• Client Knowledge