Prestige Banking Relationship Manager

Standard Bank Group

Worcester

On-site

ZAR 420,000 - 600,000

Full time

24 hours ago
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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

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.

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