Relationship Manager II, Private Bank

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

Job summary

A leading financial services institution in Knysna seeks an experienced Relationship Manager to grow and retain a portfolio of high-net-worth clients. This full-time role requires a minimum of 7 years in financial services, with a focus on delivering tailored solutions and enhancing client relationships through proactive engagement and collaboration with internal teams.

Qualifications

• Minimum of 7 years experience in financial services.
• At least 5 years in relationship management or private banking role.
• Proven ability to analyse clients' financial needs.

Responsibilities

• Grow, maintain, and retain a portfolio of Signature Banking clients.
• Collaborate with product credit and investment specialists.
• Identify and convert new business opportunities through networking.

Skills

Business Development

Sales Experience

Portfolio Management

Relationship Management

Customer Relationship Management

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

Job description

To strategically grow maintain and retain a portfolio of Signature Banking clients in alignment with the segments value propositions and initiatives with a strong emphasis on delivering tailored financial solutions and fostering long-term client relationships. The role is focused on creating sustainable value for both the client and the bank through high-touch engagement cross-functional collaboration and proactive client service.

The role requires close collaboration with internal product credit and investment specialists to deliver integrated financial strategies aligned to each clients unique circumstances. A strong awareness of market developments and regulatory requirements is essential to ensure that all solutions remain relevant and compliant. Responsibilities also include identifying and converting new business opportunities through strategic networking maintaining accurate client records and contributing to the continuous enhancement of the client experience.

Qualifications :

Minimum Qualifications :

• FAIS aligned Degree in Business Commerce (NQF7 or higher)
• FAIS Representative certification is mandatory in line with regulatory requirements.

Essential Experience :

Minimum of 7 years experience in financial services with at least 57 years in a relationship management or private banking role.

Proven ability to analyse clients financial needs identify opportunities and deliver tailored financial solutions that create value for both client and bank.

Demonstrated success in client acquisition retention and portfolio management within a high-net-worth segment.

Experience in structuring credit applications and facilitating complex lending investment and offshore product offerings.

Proficient understanding of banking processes financial acumen and consumer banking products.

Additional Information :

Behavioural Competencies :

Articulating Information &Providing Insights

Interpreting Data &Examining Information

Developing Expertise

Convincing People &Establishing Rapport

Producing Output

Seizing Opportunities

Taking Action

Technical Competencies :

Banking Process & Procedures

Commercial Acumen

Customer Understanding ( Consumer Banking)

Financial Acumen

Product Knowledge (Consumer Banking)

Risk Identification

Risk Reporting

Remote Work : Employment Type :

Full-time

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Experience : years

Vacancy : 1