Private Banking Relationship Lead: Wealth Solutions

Standardbankgroup; Cape Town; On-site; ZAR 800,000 - 1,000,000; Full time

Job summary

Standardbankgroup in Cape Town is seeking a Private Banking professional to manage affluent clients, grow portfolios, and provide tailored financial solutions that enhance client experience and profitability.

You will handle credit applications, reviews and portfolio administration while ensuring compliance, risk controls, and FAIS alignment. A focus on relationship-driven service and cross-selling will be key.

Qualifications

• FAIS recognised or FAIS aligned.
• Fit and Proper requirements.
• 2-4 years' experience with affluent/private banking or relationship-managed clients.

Responsibilities

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

Education

Bachelor of Commerce / Advanced Diploma or equivalent NQF7 in Finance, Business Commerce, Accounting or related field

Job description

Standardbankgroup in Cape Town is seeking a Private Banking professional to manage affluent clients, grow portfolios, and provide tailored financial solutions that enhance client experience and profitability.

You will handle credit applications, reviews and portfolio administration while ensuring compliance, risk controls, and FAIS alignment. A focus on relationship-driven service and cross-selling will be key.