Senior Private Banking Relationship Manager

Standard Bank Group; Komani; On-site; ZAR 700,000 - 1,100,000; Full time

Job summary

Standard Bank Group in Queenstown seeks a Private Banking Relationship Manager to grow and maintain a portfolio of affluent clients. The role focuses on personalized financial solutions aligned with client objectives and bank policies for transactions.

You will analyse clients’ financial information, engage with them to understand needs, and promote a relationship-based offering with tailored solutions within Personal & Private Banking.

Qualifications

• 5–7 years in sales, service or relationship management in financial services.
• Proven sales track record in the financial service industry.
• Familiar with bank policies for processing customer transactions.
• Ability to analyze client needs and financial objectives.
• Promote a relationship-based offering with personalized financial solutions.

Responsibilities

• Grow, maintain and retain a portfolio of private banking customers.
• Provide personalized financial solutions aligned with client value proposition.
• Analyse client financial information to respond to needs.

Skills

Sales experience

Relationship management

Credit applications

Financial acumen

Client engagement

Needs analysis

Education

First Degree (NQF7) in Business Commerce

Job description

Standard Bank Group in Queenstown seeks a Private Banking Relationship Manager to grow and maintain a portfolio of affluent clients. The role focuses on personalized financial solutions aligned with client objectives and bank policies for transactions.

You will analyse clients’ financial information, engage with them to understand needs, and promote a relationship-based offering with tailored solutions within Personal & Private Banking.