Relationship Banker, Private Bank

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

Business Segment: Personal & Private Banking

To proactively deliver a relationship-led transactional banking service that creates sustainable value for both the client and the bank. The role focuses on optimising the client experience, deepening client relationships, supporting Private Bankers, and driving portfolio profitability through disciplined sales execution, effective credit support, and proactive client engagement.

Key Responsibilities:

• Build and maintain strong, trust-based relationships with affluent clients by acting as a proactive transactional and servicing partner within the Private Banking model.
• Drive portfolio growth by identifying sales opportunities across transactional banking, lending, digital solutions, and wealth offerings, increasing revenue per client while retaining long-term value.
• Deliver an exceptional client experience through responsive service, effective complaint resolution, disciplined follow-ups, and consistent engagement aligned to client needs and segmentation.
• Support credit and lending activities by preparing high-quality applications, assisting with reviews, and working closely with Credit and specialist teams to ensure timely outcomes.
• Ensure full compliance with regulatory, risk, and governance requirements while maintaining accurate client records, mandates, and CRM information.

Qualifications

• FAIS-aligned Bachelor of Commerce degree or Advanced Diploma (NQF 7)in Finance, Business, Accounting, Economics, or a related discipline.

Experience Required:

• 3 to 5 years’ experience in Personal and Private Banking, wealth management, investment consulting, or client-facing financial services roles supporting affluent or high-value clients.
• Proven success in a portfolio-based, client-facing role requiring proactive relationship management, consultative sales, and consistent revenue generation across banking and financial solutions.
• Solid exposure to transactional banking, lending, and credit processes, including supporting or preparing credit applications and managing account conduct.
• Demonstrated ability to analyse client financial information and behaviour to identify opportunities, provide sound advice, and deliver commercially viable solutions.
• Experience operating in a structured, compliance-driven environment with a strong working knowledge of FAIS, FICA, KYC, and internal risk frameworks.
• Exposure to wealth management, investment consulting, financial planning, or advisory environments, including discretionary or investment-led solutions.
• Experience supporting senior relationship managers, private bankers, or investment managers within a team-based client coverage model, with strong digital and multi-channel servicing capability

Additional Information

• Articulating Information &Providing Insights
• Developing Expertise
• Examining Information &Interpreting Data
• Interacting with People &Team Working
• 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.