Standard Bank Group

Banking

PrivateBankingRelationshipManager

$750–1200k ~AI est. Hermanus, Western Cape, South Africa FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“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.

Banking
Problems you'll solve

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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