Private Banking Relationship Manager

Standardbankgroup; Somerset West; On-site; ZAR 900,000 - 1,400,000; Full time

Job summary

Standardbankgroup's Private Banking team is seeking a dynamic Relationship Manager to grow, manage and retain a portfolio of high-net-worth clients, delivering personalised financial solutions.

Responsibilities include building deep client relationships, conducting in-depth financial analyses, and ensuring regulatory and internal policy compliance while driving business growth in a high-net-worth segment.

Qualifications

• FAIS aligned Degree in Business Commerce (NQF7 or higher).
• FAIS Representative certification is mandatory.
• Minimum of 7 years' experience in financial services.
• 5–7 years in a relationship management or private banking role.
• Experience in structuring credit applications and offshore product offerings.

Responsibilities

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

Skills

Client relationship management

Financial analysis

Portfolio management

Regulatory compliance

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

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.

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