Prestige Banking Relationship Banker

Standard Bank Group; Swellendam; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Standard Bank Group in South Africa seeks a Relationship Manager in Prestige Banking to acquire, service and expand a high-net-worth client portfolio. You will deepen partnerships across lending, transactional and digital channels while coordinating with specialist teams for wealth and fiduciary opportunities.

Required are a relevant degree or FAIS-recognised qualification, 2 years in banking (FAIS a plus) and a valid driver’s licence.

Qualifications

• Bachelor’s degree or FAIS-recognised qualification in banking or finance.
• Valid driver’s licence and mobility to travel to client sites.
• 2 years banking experience with FAIS exposure in a branch environment.

Responsibilities

• Manage and grow an assigned Prestige client portfolio through proactive engagement and needs-based conversations.
• Deepen client relationships across transactional, lending, digital and rewards solutions.
• Identify wealth, investment and estate planning opportunities and refer to specialists.
• Conduct structured client reviews to align financial goals with banking solutions.
• Process client service requests across digital, voice and branch channels with speed and accuracy.
• Uphold AML, KYC and regulatory requirements on time.

Skills

Relationship banking

Client engagement

Cross-channel servicing

AML/KYC knowledge

Regulatory compliance

Education

Bachelor’s Degree in Commerce/Banking/Finance or FAIS-recognised qualification

Advanced Diploma (NQF 7)

Job 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.

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

• 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

Behavioral Competencies:

• Articulating Information
• Challenging Ideas
• Conveying Self-Confidence
• Convincing People
• Developing Expertise

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Client Retention &Client Servicing
• Customer Understanding ( Consumer Banking)
• Risk Awareness &Risk Identification