Private Banking Relationship Partner for Affluent Clients

Standard Bank Group; Oudtshoorn; On-site; ZAR 400,000 - 650,000; Full time

Job summary

Standard Bank Group is seeking a proactive Private Banking professional to manage affluent client relationships, focusing on transactional banking, lending, and wealth solutions. You will collaborate with Private Bankers to deepen client engagement and drive portfolio profitability while upholding strong compliance and client data standards.

The role emphasizes disciplined sales execution, accurate application preparation, and effective client service across multi-channel platforms within a

Qualifications

• 3–5 years in Personal & Private Banking or wealth client-facing roles.
• Proven track record in portfolio-based relationship management and revenue generation.
• Exposure to transactional banking, lending, credit processes and advising affluent clients.
• FAIS, FICA, KYC knowledge and compliance experience.

Responsibilities

• Build and maintain trust-based relationships with affluent clients within Private Banking.
• Drive portfolio growth by identifying sales opportunities across banking and wealth offerings.
• Deliver exceptional client experience through responsive service and proactive engagement.
• Support credit and lending activities by preparing high-quality applications and coordinating with Credit teams.
• Ensure regulatory compliance and maintain accurate client records and CRM data.

Skills

Relationship management

Sales & cross-selling

Credit & lending knowledge

Education

FAIS-aligned BCom or Advanced Diploma in Finance/Business/Economics

Tools

CRM systems

Job description

Standard Bank Group is seeking a proactive Private Banking professional to manage affluent client relationships, focusing on transactional banking, lending, and wealth solutions. You will collaborate with Private Bankers to deepen client engagement and drive portfolio profitability while upholding strong compliance and client data standards.

The role emphasizes disciplined sales execution, accurate application preparation, and effective client service across multi-channel platforms within a