Standard Bank Group

Financial Services

PrestigeBankingRelationshipBanker

Mossel Bay, Western Cape, South Africa FULL TIME
The Brief

“Prestige Banking Relationship Banker at Standard Bank Group. Skills: Relationship management, Client acquisition, Client servicing, Portfolio growth, Product uptake. Acquire, service and retain clients within the Prestige Banking segment. Deliver exceptional relationship management”

What You'll Achieve.

Proactive portfolio growth; Quality client engagement; Deepening product uptake; Client retention; Fast turnaround and a seamless client experience

Industry & Context.

Financial Services
Eligibility Requirements

Valid driver’s licence and mobility to travel to client sites

What They're Looking For.

Must Have

Bachelor's Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification, Valid driver’s licence and mobility to travel to client sites, 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment, Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio, Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients

Nice to Have

Exposure to wealth management, investment consulting, or financial planning referral environments, Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps

What You'll Do.

service and retain clients within the Prestige Banking segment

Deliver exceptional relationship management

Conduct structured needs analyses

Deepen product uptake across lending

transactional and digital banking

Proactive portfolio growth

Quality client engagement

investment and fiduciary opportunities through collaboration with specialist teams

Manage and grow an assigned Prestige client portfolio through proactive engagement

needs‑based conversations and consistent relationship building

Deepen client banking relationships by identifying opportunities across transactional

digital and rewards solutions

fiduciary and estate planning needs and refer clients to Financial Planners

Investment Consultants and specialist teams

Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions

Action client service requests efficiently across digital

voice and branch channels

ensuring fast turnaround and a seamless client experience

Uphold governance and compliance standards by completing all AML

arrears management and regulatory requirements on time

How You'll Work.

Team & Collaboration

Collaboration with specialist teams

Communication Scope

Articulating Information; Conveying Self-Confidence; Convincing People

Free ATS check

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