Private Banking Relationship Manager

Standard Bank Group

Hermanus

On-site

ZAR 900,000 - 1,200,000

Full time

14 days+

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Job summary

A leading financial services group in South Africa is looking for a dynamic Relationship Manager to enhance its Private Banking team. This role involves managing a portfolio of high-net-worth clients, delivering personalised financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate will have at least 7 years of experience in financial services, with 5-7 years in relationship management. A degree in Business Commerce and relevant certification are mandatory. Join us to create impactful growth and provide extraordinary service.

Qualifications

Minimum of 7 years’ experience in financial services.
At least 5–7 years in a relationship management or private banking role.
Proficient understanding of banking processes and consumer banking products.
Proven ability to analyse clients’ financial needs and tailor solutions.
Track record in client acquisition, retention, and portfolio management for high-net-worth clients.

Responsibilities

Develop and maintain strong relationships with high-net-worth clients.
Conduct in-depth financial analyses and create banking strategies.
Provide performance reports to support business growth.
Ensure compliance with regulatory requirements and internal policies.
Analyse market trends and provide performance reports to support growth.

Skills

Client relationship management

Financial analysis

Tailored financial solutions

Compliance adherence

Client acquisition

Portfolio management

Education

FAIS aligned Degree in Business Commerce

FAIS Representative certification

Job description

Business Segment: Personal & Private Banking

Company 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.

Job Description

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