Private Banking Relationship Manager – Wealth Growth

Standard Bank Group; Paarl; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Standard Bank Group in Paarl seeks an experienced Private Banking Relationship Manager to deliver a relationship-based offering, manage client portfolios, and provide tailored financial solutions that enhance client experience and profitability.

The role emphasizes building strong client relationships, cross-selling banking, lending and wealth solutions, while ensuring risk and compliance alignment and effective portfolio administration.

Qualifications

• 2 to 4 years' experience in affluent/private banking or relationship-managed client segments.
• Experience in sales, service, relationship management, credit applications and financial solutioning within financial services.
• Sound exposure to client portfolio management, identifying client needs, recommending suitable banking solutions and supporting client retention.

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.

Skills

Relationship management

Sales experience

Financial solutioning

Credit applications

Credit reviews

Portfolio management

Lending

Financial analysis

Client retention

Interpersonal skills

Communication

Education

Bachelor of Commerce / Advanced Diploma or equivalent NQF7+ in Finance, Business/Accounting

FAIS recognised or FAIS aligned

Job description

Standard Bank Group in Paarl seeks an experienced Private Banking Relationship Manager to deliver a relationship-based offering, manage client portfolios, and provide tailored financial solutions that enhance client experience and profitability.

The role emphasizes building strong client relationships, cross-selling banking, lending and wealth solutions, while ensuring risk and compliance alignment and effective portfolio administration.