Senior Forex Relationship Manager

Capitec Bank Ltd.; Cape Town; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Capitec Bank Ltd. seeks an experienced Relationship Manager to build and grow client portfolios in forex and cross-border banking. You will identify client needs, deliver specialist transactional banking solutions, and support onboarding while ensuring regulatory compliance.

The role requires 5–8 years in client relationships, a RE5 regulatory exam, and familiarity with FAIS and AML frameworks. You will collaborate with internal teams to optimise client outcomes and revenue growth.

Qualifications

• Regulatory exam for Representatives (RE5) is required.
• FAIS accreditation as Key Individual preferred.
• Experience in Relationship Management within forex and cross-border banking.
• Ability to onboard clients and ensure regulatory compliance.
• Strong knowledge of FAIS, AML and banking regulations.
• CRM systems proficiency and portfolio reporting.

Responsibilities

• Manage and develop client relationships within forex and cross-border banking.
• Acquire, retain and grow client portfolios.
• Deliver forex and cross-border banking solutions aligned to client needs.
• Collaborate with internal stakeholders to deliver client outcomes.
• Support client onboarding and service delivery processes.
• Generate revenue through solution adoption and portfolio growth.

Skills

Attention to Detail

Commercial Thinking

Communications

Relationship Management

Planning & Coordination

Education

RE5 Certification

FAIS Key Individual (preferred)

Job description

Capitec Bank Ltd. seeks an experienced Relationship Manager to build and grow client portfolios in forex and cross-border banking. You will identify client needs, deliver specialist transactional banking solutions, and support onboarding while ensuring regulatory compliance.

The role requires 5–8 years in client relationships, a RE5 regulatory exam, and familiarity with FAIS and AML frameworks. You will collaborate with internal teams to optimise client outcomes and revenue growth.