Private Banking Relationship Manager Growth & Solutions

Cari; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Standard Bank Group is seeking a Private Banking professional in Cape Town to proactively deliver relationship-based services, manage portfolios and tailor financial solutions. The role focuses on deepening client relationships, identifying opportunities, and delivering wealth and digital banking experiences with strong emphasis on risk and regulatory compliance.

Candidates should have a Bachelor of Commerce or equivalent, FAIS recognition, and meet the Fit and Proper requirements.

Qualifications

• Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field.
• Qualification must be FAIS recognised or FAIS aligned.
• The incumbent must meet the Fit and Proper requirements.

Responsibilities

• Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.
• Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities.
• Understand client needs and recommend suitable banking, lending, wealth and digital solutions.
• Support quality credit applications, annual credit reviews and effective portfolio administration.
• Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards.

Education

Bachelor of Commerce / Advanced Diploma or equivalent NQF 7+ in Finance, Business Commerce, Accounting or related field

FAIS recognised or FAIS aligned

Fit and Proper requirements

Job description

Standard Bank Group is seeking a Private Banking professional in Cape Town to proactively deliver relationship-based services, manage portfolios and tailor financial solutions. The role focuses on deepening client relationships, identifying opportunities, and delivering wealth and digital banking experiences with strong emphasis on risk and regulatory compliance.

Candidates should have a Bachelor of Commerce or equivalent, FAIS recognition, and meet the Fit and Proper requirements.