Private Banking Relationship Manager

Standard Bank Group; Komani; On-site; ZAR 700,000 - 1,100,000; Full time

Job summary

Standard Bank Group in Queenstown seeks a Private Banking Relationship Manager to grow and maintain a portfolio of affluent clients. The role focuses on personalized financial solutions aligned with client objectives and bank policies for transactions.

You will analyse clients’ financial information, engage with them to understand needs, and promote a relationship-based offering with tailored solutions within Personal & Private Banking.

Qualifications

• 5–7 years in sales, service or relationship management in financial services.
• Proven sales track record in the financial service industry.
• Familiar with bank policies for processing customer transactions.
• Ability to analyze client needs and financial objectives.
• Promote a relationship-based offering with personalized financial solutions.

Responsibilities

• Grow, maintain and retain a portfolio of private banking customers.
• Provide personalized financial solutions aligned with client value proposition.
• Analyse client financial information to respond to needs.

Skills

Sales experience

Relationship management

Credit applications

Financial acumen

Client engagement

Needs analysis

Education

First Degree (NQF7) in Business Commerce

Job description

Location: ZA, Eastern Cape , Queenstown, Queenstown

Business Segment: Personal & Private Banking

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking

• 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
• Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
• The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
• Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
• Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

Additional Information

• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Producing Output
• Providing Insights
• Pursuing Goals
• Taking Action
• Thinking Positively
• Upholding Standards
• 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.