Strategic Private Banking Relationship Manager

Standard Bank; Pretoria; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial institution in Pretoria is looking for a Portfolio Manager to grow and maintain a portfolio of signature banking customers. The ideal candidate should possess a First Degree in Business Commerce and have 5-7 years of experience in sales, relationship management, and financial analysis. Strong communication skills and relevant certifications such as CFA or CFP are preferred. This role offers a unique opportunity to influence client strategies and achieve financial goals.

Qualifications

• 5-7 years of experience in sales and relationship management.
• Strong financial analysis and client advisory capabilities.
• Sound knowledge of bank policies and procedures.

Responsibilities

• Grow, maintain and retain a portfolio of banking customers in line with segment value propositions.

Skills

Analytical skills

Communication skills

Decision-making skills

Financial analysis

Client advisory

Relationship management

Education

First Degree (NQF7) in Business Commerce

Tools

Financial modeling

Job description

Overview

Explore exciting opportunities in portfolio management. This field involves strategic planning, asset allocation, and risk management to achieve financial goals for individuals or organizations.

Professionals in portfolio management analyze market trends, construct investment portfolios, and monitor performance to optimize returns.

They require strong analytical, communication, and decision‑making skills. Job roles span various sectors, including finance, investment banking, and wealth management.

Common positions include portfolio manager, investment analyst, and financial advisor. These roles demand expertise in financial modeling, investment strategies, and regulatory compliance.

Professionals often hold certifications such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).

If you have a passion for finance and a knack for strategic thinking, a career in portfolio management could be a rewarding path.

Search for portfolio management jobs and investment analyst roles to find the perfect fit. Opportunities exist for both entry‑level positions and experienced professionals seeking to advance their careers in the financial sector.

Responsibilities

• Grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

• First Degree (NQF7) in Business Commerce.
• 5‑7 years of experience in sales, service, relationship management, credit applications and financial acumen; strong financial analysis and client advisory capabilities.
• Sound knowledge of bank policies and procedures and ability to analyze customer needs.
• Relationship‑based selling and strong communication skills.
• Certifications: Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP); PMP and related risk certifications may be preferred for certain roles.

All recruitment processes comply with applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process.

If you experience this, contact our Fraud line.