Relationship Manager I, Private Bank

Standard Bank Group; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial services group in Africa is seeking a dynamic Relationship Manager for their Private Banking team. The role focuses on managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and exceptional service. Candidates should possess a FAIS aligned degree and relevant experience in relationship management within the financial services industry.

Qualifications

• 5-7 years' experience in sales, service, and relationship management.
• Proven ability to acquire and retain high-net-worth clients.
• Strong financial analysis skills and knowledge of banking products.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Conduct financial analyses and create personalized banking strategies.
• Analyze industry trends and provide performance reports.

Skills

Financial Analysis

Relationship Management

Sales

Customer Understanding

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group and an innovative player on the global stage, offering a variety of career-enhancing opportunities. Our clients range from individuals to businesses of all sizes, high net worth families, and large multinational corporates and institutions. We are passionate about creating growth in Africa, bringing meaningful value to our clients and communities, and creating a sense of purpose for our employees.

Job Description

We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role involves growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalized financial solutions.

Key Responsibilities:

1. Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
2. Conduct in-depth financial analyses, create personalized banking strategies, and ensure full compliance with regulatory requirements and internal policies.
3. Analyze industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.

Qualifications

Minimum Qualifications:

• FAIS aligned Degree in Business Commerce (NQF7 or higher)

Essential Experience:

• 5-7 years' experience in sales, service, relationship management, credit applications, and financial acumen within the financial services industry.
• Proven ability to acquire, manage, and retain high-net-worth clients through tailored financial solutions and strong relationship-building skills.
• Strong financial analysis skills, experience in credit applications, debt restructuring, and regulatory compliance.
• Advanced knowledge of banking products, processes, and procedures, with decision-making capabilities to drive business growth.

Additional Information

Behavioral Competencies:

• Articulating Information & Providing Insights
• Interpreting Data & Examining Information
• Developing Expertise
• Convincing People & Establishing Rapport
• Producing Output
• Seizing Opportunities
• Taking Action

Technical Competencies:

• Banking Processes & Procedures
• Commercial Acumen
• Customer Understanding (Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting