Private Banking Relationship Manager

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

Job summary

Standard Bank Group is seeking a dynamic Relationship Manager for Private Banking in South Africa. You will grow and manage a portfolio of high-net-worth clients, delivering personalised financial solutions and exceptional service to meet client needs while aligning with regulatory requirements.

Key responsibilities include developing strong client relationships, conducting financial analyses, and providing performance insights to support business growth within a compliant framework.

Qualifications

• FAIS aligned Degree in Business Commerce (NQF7 or higher).
• FAIS Representative certification is mandatory, in line with regulatory requirements.
• Minimum 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.
• Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.

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

Commercial acumen

Regulatory compliance

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

FAIS Representative certification

Job description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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.

• 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.

Behavioural Competencies

• Articulating Information &Providing Insights
• Interpreting Data &Examining Information
• Developing Expertise
• Convincing People &Establishing Rapport
• Producing Output
• Seizing Opportunities
• Taking Action

Technical Competencies

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting