Prestige Banking Relationship Banker

Standard Bank Group; Worcester; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Standard Bank Group is seeking a Prestige Banking Relationship Manager to acquire, service and retain high-net-worth clients in Worcester. You will conduct needs analyses, identify wealth and fiduciary opportunities, and collaborate with specialist teams to deepen product uptake across lending, transactional and digital banking.

The role emphasizes proactive portfolio growth, quality client engagement and compliance with AML, KYC and regulatory requirements across multiple channels.

Qualifications

• Bachelor’s Degree in Commerce, Banking, Finance or related field.
• Advanced Diploma (NQF 7) FAIS-recognised qualification.
• Valid driver’s license and mobility to travel to client sites.
• 2 years total banking experience, with 1 to 2 years FAIS-related experience in a branch environment.
• Proven experience in relationship banking and managing affluent client portfolios.
• Exposure to wealth management or financial planning referral environments.

Responsibilities

• Manage and grow an assigned Prestige client portfolio through proactive engagement and 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 specialists.
• Conduct structured client reviews to understand financial goals and recommend suitable banking solutions.
• Action client service requests efficiently across digital, voice and branch channels for fast turnaround and seamless service.
• Uphold governance and compliance standards by completing AML, KYC, due diligence and regulatory requirements on time.

Skills

Relationship management

Communication

Driver's license

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

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

Additional Information

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.