Standard Bank Group
Financial Services
PrivateBankingRelationshipManager
“Private Banking Relationship Manager at Standard Bank Group. Skills: Relationship Management, Private Banking, Client Acquisition, Portfolio Management. Develop relationships with high-net-worth clients. Maintain relationships with high-net-worth clients”
What You'll Achieve.
Grow client portfolio; Manage client portfolio; Retain client portfolio; Deliver exceptional value; Drive business growth
Industry & Context.
Financial Analyses; Assess Landscape; Identify Opportunities
What They're Looking For.
Must Have
FAIS aligned Degree, FAIS Representative certification, 7 years’ experience in financial services, 5–7 years in relationship management, 5–7 years in private banking, Analyse clients’ financial needs, Identify opportunities, Deliver tailored financial solutions, Client acquisition success, Client retention success, Portfolio management success, Structuring credit applications, Facilitating complex lending, Facilitating investment offerings, Facilitating offshore product offerings, Proficient understanding of banking processes, Proficient understanding of financial acumen, Proficient understanding of consumer banking products
What You'll Do.
Develop relationships with high-net-worth clients
Maintain relationships with high-net-worth clients
Provide tailored financial solutions
Provide proactive engagement
Provide outstanding service
Conduct in-depth financial analyses
Create personalised banking strategies
Ensure full compliance with regulatory requirements
Ensure full compliance with internal policies
Analyse industry trends
Assess the competitive landscape
Provide performance reports
Support informed decision-making
Drive business growth
How You'll Work.
Communication Scope
Providing Insights; Performance Reports
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