Prestige Banking Relationship Manager: Wealth Growth

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

Job summary

Standard Bank Group is seeking an experienced Prestige Banking relationship manager to acquire, service and retain clients within the Prestige segment. You will conduct structured needs analyses and deepen product uptake across lending, transactional and digital banking, focusing on portfolio growth and proactive client engagement.

The role requires 2 years banking experience with FAIS exposure, a relevant degree, and mobility to travel to client sites.

Qualifications

• Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification.
• Valid driver’s licence and mobility to travel to client sites.
• 2 years total banking experience, with 1 to 2 years FAIS-related experience in a branch environment.
• Experience in relationship banking and wealth management referral processes.

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 management

Needs-based selling

Client engagement

Communication

Multi-channel service

Education

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

Job description

Standard Bank Group is seeking an experienced Prestige Banking relationship manager to acquire, service and retain clients within the Prestige segment. You will conduct structured needs analyses and deepen product uptake across lending, transactional and digital banking, focusing on portfolio growth and proactive client engagement.

The role requires 2 years banking experience with FAIS exposure, a relevant degree, and mobility to travel to client sites.