Private Banking Relationship Manager

Standard Bank Group; Bellville; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Standard Bank Group seeks a Dynamic Relationship Manager for its Private Banking team in South Africa. The role focuses on growing and retaining a portfolio of high-net-worth clients by delivering personalised financial solutions and exceptional service.

You will conduct financial analyses, develop banking strategies, and ensure compliance with regulations. The position requires extensive experience in private banking and strong client acquisition skills.

Qualifications

• FAIS aligned Degree in Business Commerce (NQF7 or higher).
• FAIS Representative certification is mandatory.
• Minimum of 7 years' experience in financial services, with at least 5-7 years in a relationship management or private banking role.
• Proven ability to analyse clients' financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.
• Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.
• Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
• Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
• Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.

Skills

Relationship management

Financial analysis

Credit structuring

HNW client servicing

Education

FAIS-aligned Degree in Business Commerce (NQF7+)

Job description

Business Segment: Personal & Private Banking

We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.

Key Responsibilities:

• Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
• Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
• Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.

Qualifications

• FAIS aligned Degree in Business Commerce (NQF7 or higher)
• FAIS Representative certification is mandatory, in line with regulatory requirements.
• Minimum of 7 years' experience in financial services, with at least 5-7 years in a relationship management or private banking role.
• Proven ability to analyse clients' financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.
• Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.
• Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.
• Proficient understanding of banking processes, financial acumen, and consumer banking products.

Additional Information

• Articulating Information &Providing Insights
• Interpreting Data &Examining Information
• Developing Expertise
• Producing Output
• Taking Action
• Banking Process & Procedures
• Commercial Acumen
• Product Knowledge (Consumer Banking)

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.