Private Banking Relationship Manager

Standard Bank Group; Cape Town; On-site; ZAR 1,000,000 - 1,800,000; Full time

Job summary

Standard Bank Group in Cape Town seeks a dynamic Relationship Manager for Private Banking to grow, manage, and retain a portfolio of high-net-worth clients, delivering personalised financial solutions. You will conduct in-depth financial analyses, develop tailored banking strategies, ensure full regulatory compliance, and provide performance reports to support informed decisions and drive business growth.

This role requires strong client acquisition, retention, and portfolio management skills

Qualifications

• Minimum 7 years in financial services with 5–7 years in RM or private banking.
• FAIS aligned degree in Business Commerce (NQF7+).
• FAIS Representative certification mandatory.

Responsibilities

• Develop and maintain relationships with high-net-worth clients with tailored solutions.
• Perform in-depth financial analyses and create personalised banking strategies.
• Provide reports and ensure regulatory and policy compliance.

Skills

Financial analysis

Portfolio management

Client acquisition

Regulatory compliance

Commercial acumen

Credit structuring

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

Job description

Location: ZA, undefined, Cape Town, Whale Coast Mall, R43

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.

Required Experience

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

Additional Information

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.