Private Banking Relationship Architect

Standard Bank Group; Mossel Bay; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Standard Bank Group in Mossel Bay seeks a Private Banking relationship manager to deliver a deep, client-centric service. You will grow affluent client portfolios by tailoring banking and wealth solutions, maintaining strong relationships and identifying opportunities for cross-sell while upholding risk and compliance standards.

The role requires 2–4 years in private banking or relationship management, FAIS alignment, and a solid commercial acumen in a dynamic financial environment.

Qualifications

• Bachelor of Commerce or equivalent NQF 7+ in Finance, Business Commerce, Accounting or related field.
• FAIS recognised or FAIS aligned.
• The incumbent must meet the Fit and Proper requirements.

Responsibilities

• Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.
• Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities.
• Understand client needs and recommend suitable banking, lending, wealth and digital solutions.
• Support quality credit applications, annual credit reviews and effective portfolio administration.
• Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards.

Skills

Relationship management

Sales

Financial analysis

Client engagement

Communication

Credit applications

Digital solutions

Education

Bachelor of Commerce / Advanced Diploma or equivalent NQF 7+ in Finance or related field

FAIS recognised or FAIS aligned

Job description

Standard Bank Group in Mossel Bay seeks a Private Banking relationship manager to deliver a deep, client-centric service. You will grow affluent client portfolios by tailoring banking and wealth solutions, maintaining strong relationships and identifying opportunities for cross-sell while upholding risk and compliance standards.

The role requires 2–4 years in private banking or relationship management, FAIS alignment, and a solid commercial acumen in a dynamic financial environment.