Strategic Private Banking Relationship Manager

Standard Bank Group; Hermanus; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Standard Bank Group in South Africa seeks a seasoned Relationship Manager for Private Banking. You will grow and manage a portfolio of high-net-worth clients, delivering personalised financial solutions and exceptional service.

Responsibilities include in-depth financial analyses, crafting tailored banking strategies, and ensuring strict regulatory compliance. You will analyse market trends, prepare performance reports, and contribute to client retention and business growth within a dynamic team.

Qualifications

• FAIS aligned Degree in Business Commerce (NQF7 or higher).
• 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.
• 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

Relationship management

Financial analysis

Client acquisition

Portfolio management

Regulatory compliance

Education

FAIS aligned Degree in Business Commerce (NQF7 or higher)

FAIS Representative certification

Job description

Standard Bank Group in South Africa seeks a seasoned Relationship Manager for Private Banking. You will grow and manage a portfolio of high-net-worth clients, delivering personalised financial solutions and exceptional service.

Responsibilities include in-depth financial analyses, crafting tailored banking strategies, and ensuring strict regulatory compliance. You will analyse market trends, prepare performance reports, and contribute to client retention and business growth within a dynamic team.