Senior Private Banking Relationship Manager

Cari; Cape Town; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Standard Bank of South Africa Limited is seeking a dynamic Senior Private Banking Relationship Manager to grow, manage and retain a portfolio of high-net-worth clients. You will deliver tailored financial solutions while ensuring compliance and superior service.

Role requires FAIS-aligned degree, mandatory FAIS certification, and a minimum of 7 years in financial services with substantial private banking experience. The advertiser notes regional applicant restrictions.

Qualifications

• FAIS aligned Degree in Business Commerce (NQF7 or higher) is required.
• FAIS Representative certification is mandatory, in line with regulatory requirements.
• Minimum of 7 years' experience in financial services, with at least 5-7 years in a relationship management or private banking role.

Responsibilities

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

Skills

Relationship management

Financial analysis

Regulatory compliance

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

FAIS Representative certification

Job description

Senior Private Banking Relationship Manager

Standard Bank of South Africa Limited

Business Segment: Personal & Private Banking

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

Key Responsibilities:

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

FAIS aligned Degree in Business Commerce (NQF7 or higher)

FAIS Representative certification is mandatory, in line with regulatory requirements.

Required 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

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