Relationship Manager II, Private Bank

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

Job summary

A leading financial services group seeks a Signature Banking Client Manager to enhance client relationships and deliver tailored financial solutions. The role involves strategic collaboration with internal teams and requires extensive experience in managing high-net-worth clients. Ideal candidates will possess a strong business acumen and a proven track record in client acquisition and retention.

Qualifications

• Minimum 7 years in financial services, with 5-7 years in relationship management or private banking.
• Proven ability to analyze financial needs and deliver tailored solutions.
• Experience in structuring credit applications and complex lending.

Responsibilities

• Grow and retain a portfolio of Signature Banking clients.
• Collaborate with internal specialists to deliver integrated financial strategies.
• Identify new business opportunities through strategic networking.

Skills

Client Acquisition

Portfolio Management

Financial Analysis

Relationship Management

Regulatory Compliance

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, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To strategically grow, maintain, and retain a portfolio of Signature Banking clients, in alignment with the segment’s 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 client’s 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 5–7 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