Senior Private Banking Relationship Manager

Cari

Cape Town

On-site

ZAR 900,000 - 1,500,000

Full time

6 days ago
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Job summary

Standard Bank Group in Cape Town is seeking a seasoned Relationship Manager for our Private Banking team to grow and retain a portfolio of high-net-worth clients with tailored financial solutions. You will perform in-depth financial analyses, structure credit and offshore products, and ensure regulatory compliance while delivering exceptional service and proactive client engagement.

The role demands 7+ years in financial services, strong commercial acumen, and the ability to translate client

Qualifications

  • 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.

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

Articulating Information
Providing Insights
Interpreting Data
Examining Information
Developing Expertise
Producing Output
Taking Action
Banking Process
Procedures
Commercial Acumen
Product Knowledge (Consumer Banking)

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)
FAIS Representative certification

Job description

Standard Bank Group in Cape Town is seeking a seasoned Relationship Manager for our Private Banking team to grow and retain a portfolio of high-net-worth clients with tailored financial solutions. You will perform in-depth financial analyses, structure credit and offshore products, and ensure regulatory compliance while delivering exceptional service and proactive client engagement.

The role demands 7+ years in financial services, strong commercial acumen, and the ability to translate client

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