Standard Bank Group
Banking
PrivateBankingRelationshipManager
Neural analysis suggests this role is
optimal for mid candidates.
“Private Banking Relationship Manager at Standard Bank Group. Skills: Relationship management, Private banking, Client acquisition, Portfolio management. Grow a portfolio of high-net-worth clients. Manage a portfolio of high-net-worth clients”
What You'll Achieve.
Deliver tailored financial solutions that create value for client and bank; Demonstrated success in client acquisition; Demonstrated success in client retention; Demonstrated success in portfolio management
Industry & Context.
Analyse clients’ financial needs; Identify opportunities; Deliver tailored financial solutions
What They're Looking For.
Must Have
FAIS aligned Degree in Business Commerce (NQF7 or higher), FAIS Representative certification is mandatory, Minimum of 7 years’ experience in financial services, At least 5–7 years in a relationship management or private banking role, Proven ability to analyse clients’ financial needs, Identify opportunities, Deliver tailored financial solutions, Demonstrated success in client acquisition, Client retention, Portfolio management within a high-net-worth segment, Experience in structuring credit applications, Facilitating complex lending, Investment product offerings, Offshore product offerings, Proficient understanding of banking processes, Financial acumen, Consumer banking products
What You'll Do.
Grow a portfolio of high-net-worth clients
Manage a portfolio of high-net-worth clients
Retain a portfolio of high-net-worth clients
Deliver exceptional value through personalised financial solutions
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 to support decision-making
Drive business growth
How You'll Work.
Communication Scope
Articulating Information; Providing Insights
Full Job Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions. Key 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. ## Qualifications * FAIS aligned Degree in Business Commerce (NQF7 or higher) * FAIS Representative certification is mandatory, in line with regulatory requirements. Essential Experience: * 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 appli
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