Relationship Manager I, Private Bank

Standard Bank Of South Africa Limited; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial institution in Johannesburg is looking for a professional to manage and retain a portfolio of signature banking customers. The role requires 5-7 years of experience in sales and financial service, with proven success in relationship management. The candidate should possess a First Degree (NQF7) and have the ability to analyze and address customer financial needs, ensuring personalized solutions align with client value propositions. This position offers a dynamic environment focused on client satisfaction.

Qualifications

• 5-7 years of experience in sales and service within the financial sector.
• Proven sales track record.

Responsibilities

• Grow and retain a portfolio of signature banking customers.
• Promote relationship-based offerings to meet client expectations.
• Prepare and submit quality credit applications.

Skills

Sales expertise

Relationship management

Financial acumen

Analytical skills

Education

First Degree (NQF7)

Job description

Business Segment

Personal & Private Banking

To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Type of Qualification : First Degree (NQF7)

Field of Study : Business Commerce

Experience Required

5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)

Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions.

The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position.

Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.

Prepare and submit quality credit applications for evaluation and / or approval by Credit, where required or oversees the preparation of credit applications.

Conduct credit reviews as and when required.

Analyse client's financial information and formulate solutions on how to respond to a client's needs and requirements accordingly (e.g., a client is experiencing a cash flow problem).

Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.

Additional Information

• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Making Decisions
• Producing Output
• Providing Insights
• Pursuing Goals
• Taking Action
• Thinking Positively
• Upholding Standards
• Banking Process & Procedures
• Commercial Acumen